Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New World R6 American Funds New World R6 in their Schedule of Assets, totaling $4.3M 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 | LOEB & LOEB LLP LOEB & LOEB LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 718 | $438.1M | $3.0M |
| 2 | C.R. MEYER AND SONS COMPANY C.R. MEYER AND SONS COMPANY EMPLOYEES PROFIT SHARING AND RETIREMENT SAVINGS PLAN | OSHKOSH WI | 265 | $58.1M | $672K |
| 3 | CHESTNUT HEALTH SYSTEMS, INC. |
BLOOMINGTON IL |
| 808 |
| $41.6M |
| $443K |
| 4 | RENOVO SOLUTIONS, LLC RENOVO SOLUTIONS, LLC 401(K) PLAN | IRVINE CA | 597 | $26.0M | $150K |
