Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds New World R4 Mutual fund -- in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $1.4M |
| 2 | MCANGUS GOUDELOCK & COURIE, LLC MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 764 | $111.1M | $924K |
| 3 | ALABAMA ONE CREDIT UNION |
TUSCALOOSA AL |
| 284 |
| $16.8M |
| $559K |
| 4 | SANTEN, INC. SANTEN, INC. 401(K) AND PROFIT SHARING PLAN | EMERYVILLE CA | 189 | $77.0M | $456K |
| 5 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $235K |
| 6 | THE MARET SCHOOL MARET SCHOOL SECTION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $54.7M | $135K |
| 7 | ENVIROTRAC LTD. ENVIROTRAC LTD. 401K PLAN | YAPHANK NY | 145 | $24.6M | $129K |
| 8 | THE WILLS GROUP, INC. H.S. SWANN, JAMES W. WILLS, JR. EMPLOYEES' VALUE SHARING OPPORTUNITY PLAN | LA PLATA MD | 758 | $45.8M | $96K |
| 9 | POLYMER CORPORATION POLYMER CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ROCKLAND MA | 114 | $8.7M | $76K |
| 10 | GO WIRELINE LLC GO WIRELINE LLC 401(K) PROFIT SHARING PLAN | WILLISTON ND | 247 | $15.4M | $38K |
