Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New World R6 (i) in their Schedule of Assets, totaling $1.4M 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 | EMPLOYEE OWNED HOLDINGS, INC. EMPLOYEE OWNED HOLDINGS, INC. 401(K) PS PLAN | HOUSTON TX | 349 | $37.7M | $699K |
| 2 | IMMATICS US INC. IMMATICS US INC 401(K) PROFIT SHARING PLAN AND TRUST | STAFFORD TX | 261 | $11.8M | $476K |
| 3 | AERONET, INC. AERONET, INC. 401(K) PLAN |
IRVINE CA |
| 187 |
| $10.0M |
| $120K |
| 4 | EXPANSE ELECTRICAL COMPANY, LLC EXPANSE ELECTRICAL COMPANY, LLC PROFIT SHARING 401(K) PLAN | HOUSTON TX | 458 | $23.6M | $76K |
| 5 | LUBY'S RESTAURANT CORPORATION LUBY'S RESTAURANT CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,627 | $2.4M | $7K |
