Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds New World R6 Fund Registered investment company - in their Schedule of Assets, totaling $3.5M 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 | DIVCO WEST SERVICES, LLC DIVCORE 401(K) PLAN | SAN FRANCISCO CA | 253 | $43.2M | $832K |
| 2 | AMPERE COMPUTING EMPLOYER LLC AMPERE COMPUTING 401(K) PLAN | SANTA CLARA CA | 756 | $61.0M | $756K |
| 3 | WOOD REAL ESTATE INVESTORS, LLC WOOD PARTNERS RETIREMENT & SAVINGS PLAN |
ATLANTA GA |
| 420 |
| $74.4M |
| $626K |
| 4 | RUKERT TERMINALS CORP. RUKERT TERMINALS CORPORATION EMPLOYEE SAVINGS 401(K) PLAN | BALTIMORE MD | 190 | $24.6M | $404K |
| 5 | OLO INC. OLO INC. 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 623 | $56.2M | $324K |
| 6 | MORLEY BUILDERS, INC. MORLEY BUILDERS EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 141 | $36.8M | $203K |
| 7 | BRIGHTLINE, INC. BRIGHTLINE 401(K) PLAN | SAN MATEO CA | 131 | $8.3M | $75K |
| 8 | KNOWESIS, INC. KNOWESIS RETIREMENT PLAN | FAIRFAX VA | 161 | $16.4M | $64K |
| 9 | HOSPICE OF THE PIEDMONT, INC. HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN | CHARLOTTESVILLE VA | 202 | $6.8M | $56K |
| 10 | GEIL ENTERPRISES, INC. GEIL ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 285 | $2.7M | $55K |
