Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding American Funds New World R6 Fund Mutual fund in their Schedule of Assets, totaling $16.0M 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 | ASM RESEARCH LLC ASM RESEARCH LLC 401(K) PLAN | FAIRFAX VA | 2,619 | $239.7M | $3.5M |
| 2 | TRENAM, KEMKER, SCHARF, BARKIN, FRYE, ONEILL & MULLIS PA TRENAM LAW 401(K) PLAN | TAMPA FL | 167 | $94.9M | $1.9M |
| 3 | ELEVATION SERVICES HOLDINGS II, LLC AEG MERIT HOLDING COMPANY 401(K) PLAN |
NEW YORK NY |
| 619 |
| $52.0M |
| $1.9M |
| 4 | THE AMERICAN TANK & FABRICATING COMPANY AT&F 401(K) PLAN | CLEVELAND OH | 247 | $20.1M | $960K |
| 5 | AMPERE COMPUTING LLC AMPERE COMPUTING 401(K) PLAN | SANTA CLARA CA | 735 | $84.1M | $845K |
| 6 | MEADOWS FARMS, INC. MEADOWS FARMS, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 366 | $28.1M | $776K |
| 7 | ENKEI AMERICA, INC. ENKEI AMERICA, INC. SAVINGS PLAN | COLUMBUS IN | 613 | $33.2M | $752K |
| 8 | WEST YOST & ASSOCIATES, INC. WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN | DAVIS CA | 227 | $51.2M | $684K |
| 9 | DRIVEN BRANDS INC. DRIVEN BRANDS, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 6,716 | $79.9M | $638K |
| 10 | RINNAI AMERICA CORPORATION RINNAI AMERICA CORPORATION 401(K) PLAN | PEACHTREE CITY GA | 519 | $36.4M | $505K |
