Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 272 U.S. retirement plans report holding American Funds New World R6 American Funds 0 in their Schedule of Assets, totaling $52.3M 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 | NEW ENGLAND SPORTS NETWORK, LTD NEW ENGLAND SPORTS NETWORK 401(K) EMPLOYEES RETIREMENT PLAN | WATERTOWN MA | 249 | $53.1M | $2.5M |
| 2 | NA ALII CONSULTING AND SALES, LLC NAKUPUNA FOUNDATION FAMILY OF COMPANIES RETIREMENT PLAN | ARLINGTON VA | 1,367 | $88.8M | $1.5M |
| 3 | R.F. MACDONALD COMPANY |
HAYWARD CA |
| 271 |
| $49.2M |
| $1.4M |
| 4 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $1.4M |
| 5 | BELLETETES, INC BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN | JAFFREY NH | 273 | $36.4M | $1.4M |
| 6 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN | COLUMBIA MD | 737 | $210.7M | $1.3M |
| 7 | A. EPSTEIN AND SONS INTERNATIONAL, INC. A. EPSTEIN AND SONS INTERNATIONAL, INC SALARY SAVINGS PLAN | CHICAGO IL | 120 | $26.3M | $1.1M |
| 8 | EDISON WELDING INSTITUTE, INC. EDISON WELDING INSTITUTE, INC. SALARY SAVINGS PLAN | COLUMBUS OH | 137 | $46.3M | $1.0M |
| 9 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $971K |
| 10 | AMERICARES FOUNDATION, INC. AMERICARES FOUNDATION, INC. DISC CONTRIB PLAN | STAMFORD CT | 277 | $36.9M | $875K |
