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 . BlackRock MUTUAL FUND in their Schedule of Assets, totaling $237K 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 | KENDAL-CROSSLANDS COMMUNITIES KENDAL-CROSSLANDS COMMUNITIES 403(B) PLAN | KENNETT SQUARE PA | 778 | $33.4M | $99K |
| 2 | COASTAL FAMILY HEALTH CENTER,INC COASTAL FAMILY HEALTH CENTER RETIREMENT PLAN | GULFPORT MS | 528 | $10.3M | $68K |
| 3 | TIMBERLAND HOME CENTER, INC. |
BRAZIL IN |
| 164 |
| $3.9M |
| $68K |
| 4 | VISITING NURSE ASSOCIATION OF RIDGEFIELD, INC. RVNAHEALTH 403(B) PLAN | RIDGEFIELD CT | 715 | $12.8M | $1K |
