Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New World R6 Fund Mutual Funds in their Schedule of Assets, totaling $4.2M 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 | FREEDOM CARE LLC FREEDOM CARE 401(K) PLAN | NEW HYDE PARK NY | 59,655 | $23.4M | $2.6M |
| 2 | SONESTA INTERNATIONAL HOTELS CORPORATION SONESTA INTERNATIONAL HOTELS CORPORATION AND SUBSIDIARIES 401(K) PLAN | NEWTON MA | 6,570 | $157.1M | $670K |
| 3 | JWD GROUP, INC. JWD GROUP, INC. 401(K) PLAN |
TONAWANDA NY |
| 255 |
| $33.9M |
| $467K |
| 4 | MUTH ELECTRIC INC MUTH ELECTRIC, INC. 401(K) RETIREMENT PLAN | MITCHELL SD | 496 | $42.5M | $157K |
| 5 | NAPLES CENTER FOR DERMATOLOGY AND COSMETIC SURGERY AQUA DERMATOLOGY 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 1,598 | $55.5M | $130K |
| 6 | BRAILSFORD & DUNLAVEY, INC. BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN | WASHINGTON DC | 384 | $44.9M | $90K |
