Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New World R6 Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $1.6M 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 | TRINITY PARTNERS, LLC TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN | WALTHAM MA | 654 | $79.7M | $476K |
| 2 | MIDDLETON FAMILY MEDICINE URGENT CARE, LLC MIDDLETON FAMILY MEDICINE URGENT CARE, LLC 401(K) PLAN | MIDDLETON MA | 174 | $9.9M | $405K |
| 3 | BLUEBIRD BIO, INC. |
SOMERVILLE MA |
| 272 |
| $82.6M |
| $248K |
| 4 | 2SEVENTY BIO, INC. 2SEVENTY BIO, INC. 401(K) PLAN | CAMBRIDGE MA | 69 | $32.3M | $241K |
| 5 | BICO GROUP BICO GROUP 401(K) PLAN | ASHLAND MA | 283 | $28.3M | $191K |
| 6 | TEAMDYNAMIX SOLUTIONS LLC TEAMDYNAMIX SOLUTIONS 401(K) PLAN | COLUMBUS OH | 139 | $12.9M | $39K |
| 7 | LUMISTRY, INC. LUMISTRY, INC. 401(K) PLAN | AUSTIN TX | 142 | $7.6M | $37K |
