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 Mutual fund (1) in their Schedule of Assets, totaling $6.4M 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 | JBGS EMPLOYEE COMPANY LLC JBG SMITH 401(K) PLAN | BETHESDA MD | 527 | $132.3M | $5.7M |
| 2 | MEDRISK, LLC MEDRISK LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,197 | $51.8M | $354K |
| 3 | SLAVIC INTEGRATED ADMINISTRATION INC. VENSURE RETIREMENT PLAN |
| 2,812 |
| $28.5M |
| $133K |
| 4 | USSC ACQUISITION CORP. USSC RETIREMENT PLAN | EXTON PA | 339 | $16.1M | $109K |
| 5 | ACENDAS LLC ACENDAS LLC SAVINGS PLAN | OVERLAND PARK KS | 77 | $8.8M | $34K |
