Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding American funds new world r6 Mutual funds in their Schedule of Assets, totaling $64.4M 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 | CITY NATIONAL BANK CITY NATIONAL BANK PROFIT SHARING PLAN | LOS ANGELES CA | 6,547 | $1.7B | $29.5M |
| 2 | NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY MO | 1,979 | $171.4M | $5.9M |
| 3 | TRACE3, LLC TRACE3 401(K) PLAN |
IRVINE CA |
| 1,267 |
| $173.3M |
| $5.9M |
| 4 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $1.9M |
| 5 | DODGE CONSTRUCTION NETWORK LLC DODGE CONSTRUCTION NETWORK 401(K) SAVINGS PLAN | HAMILTON TOWNSHIP NJ | 459 | $117.2M | $1.4M |
| 6 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $1.3M |
| 7 | PGH WONG ENGINEERING, INC. PGH WONG ENGINEERING, INC. 401(K) PLAN | SAN FRANCISCO CA | 286 | $77.6M | $1.2M |
| 8 | FIRST WATCH RESTAURANTS, INC. FIRST WATCH 401(K) SAVINGS PLAN | BRADENTON FL | 16,478 | $38.5M | $1.2M |
| 9 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $949K |
| 10 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED | TARENTUM PA | 183 | $24.6M | $940K |
