Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds New World R6 Mutual Funds n/a in their Schedule of Assets, totaling $2.5M 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 | JMAC, INC. JMAC, INC. 401(K) PLAN | COLUMBUS OH | 543 | $45.5M | $910K |
| 2 | DALLAS PLASTIC SURGERY INSTITUTE, INC. DALLAS PLASTIC SURGERY INSTITUTE, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 121 | $18.7M | $639K |
| 3 | CHILDRENS HEALTH OF CAROLINA, PA CHILDREN'S HEALTH OF CAROLINA P.A. 401(K) PROFIT SHARING PLAN |
LUMBERTON NC |
| 143 |
| $12.3M |
| $362K |
| 4 | SWEETGREEN, INC. SWEETGREEN, INC. 401(K) PLAN | LOS ANGELES CA | 3,649 | $29.7M | $291K |
| 5 | ROEHL TRANSPORT, INC. ROEHL TRANSPORT, INC. 401(K) PROFIT SHARING PLAN | MARSHFIELD WI | 2,383 | $138.7M | $150K |
| 6 | CALIFORNIA SIERRA EXPRESS, INC. CALIFORNIA SIERRA EXPRESS, INC. 401(K) PROFIT SHARING PLAN | RENO NV | 157 | $3.6M | $81K |
| 7 | CABINET PEAKS MEDICAL CENTER CABINET PEAKS MEDICAL CENTER PERSONAL RETIREMENT PLAN | LIBBY MT | 329 | $14.9M | $49K |
| 8 | PENMAC STAFFING SERVICES, INC. PENMAC STAFFING SERVICES 401(K) RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 5,148 | $4.8M | $35K |
| 9 | B-T WASHINGTON, LLC DBA BLANTON TURNER BLANTON TURNER RETIREMENT PLAN | SEATTLE WA | 212 | $10.2M | $19K |
| 10 | GEMINI INDUSTRIES, INC. GEMINI INDUSTRIES, INC. PROFIT SHARING PLAN | EL RENO OK | 157 | $92.1M | $8K |
