Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 492 U.S. retirement plans report holding American Funds New World R6 Mutual fund - in their Schedule of Assets, totaling $254.6M 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 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $18.6M |
| 2 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $11.2M |
| 3 | WESTERN DENTAL SERVICES, INC. WESTERN DENTAL SERVICES, INC. 401(K) PLAN |
ORANGE CA |
| 6,152 |
| $153.9M |
| $10.2M |
| 4 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $9.2M |
| 5 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $8.6M |
| 6 | RYAN, LLC RYAN, LLC EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 2,842 | $387.2M | $5.1M |
| 7 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON IL | 13,658 | $1.2B | $5.0M |
| 8 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $4.6M |
| 9 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $4.5M |
| 10 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $4.5M |
