Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 106 U.S. retirement plans report holding American Funds New World R6 Fund # in their Schedule of Assets, totaling $63.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METROPOLITAN HOSPITAL D.B.A UNIVERSITY OF MICHIGAN HEALTH WEST UNIVERSITY OF MICHIGAN HEALTH - WEST 403(B) RETIREMENT SAVINGS PLAN | WYOMING MI | 3,376 | $232.7M | $18.0M |
| 2 | WEST FRASER, INC. WEST FRASER, INC. 401(K) PLAN | GERMANTOWN TN | 3,138 | $322.2M | $6.0M |
| 3 | THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITY |
TROY MI |
| 1,676 |
| $129.5M |
| $5.1M |
| 4 | MARTIGNETTI COMPANIES, LLC MARTIGNETTI COMPANIES, LLC 401(K) PLAN | TAUNTON MA | 1,163 | $240.5M | $3.3M |
| 5 | ARTERA SERVICES, LLC ARTERA SERVICES, LLC 401(K) PLAN | ATLANTA GA | 3,642 | $234.0M | $3.0M |
| 6 | AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. AMBULATORY MEDICAL PRACTICES MANAGEMENT SERVICES ORGANIZATION, INC. 401K PLAN | VALHALLA NY | 235 | $27.4M | $2.5M |
| 7 | HAYWARD INDUSTRIES, INC. HAYWARD INDUSTRIES, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,454 | $214.4M | $1.9M |
| 8 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $1.3M |
| 9 | UFP TECHNOLOGIES, INC. UFP TECHNOLOGIES, INC. 401(K) PLAN | NEWBURYPORT MA | 939 | $56.2M | $1.1M |
| 10 | MARINER INVESTMENT GROUP, LLC MARINER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | HARRISON NY | 128 | $34.0M | $1.1M |
