Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds New World-R6 N/R in their Schedule of Assets, totaling $14.6M 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 | BLUE ORIGIN, LLC BLUE 401(K) PLAN | KENT WA | 13,293 | $1.2B | $10.8M |
| 2 | LUTHERAN SENIORLIFE/PASSAVANT RETIREMENT & HEALTH CENTER LUTHERAN SENIORLIFE EMPLOYEES' RETIREMENT SAVINGS PLAN | MARS PA | 1,233 | $53.3M | $939K |
| 3 | FOLEY & MANSFIELD, PLLP FOLEY & MANSFIELD PROFIT SHARING PLAN |
MINNEAPOLIS MN |
| 233 |
| $73.9M |
| $493K |
| 4 | TERSERA THERAPEUTICS LLC TERSERA THERAPEUTICS 401(K) PLAN | DEERFIELD IL | 160 | $20.2M | $483K |
| 5 | SUPPLYLOGIC, LLC DBA SLWM SLWM 401(K) PLAN | KANSAS CITY MO | 202 | $25.1M | $353K |
| 6 | MONTAUK ENERGY HOLDINGS, LLC MONTAUK ENERGY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | PITTSBURGH PA | 121 | $14.1M | $292K |
| 7 | ADELPHOI USA, INC. ADELPHOI USA, INC. TAX DEFERRED ANNUITY PLAN | LATROBE PA | 737 | $30.0M | $248K |
| 8 | AIR LIFT COMPANY AIR LIFT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LANSING MI | 160 | $15.0M | $245K |
| 9 | J & B GROUP INC. J & B GROUP, INC. 401(K) PLAN AND TRUST | ST. MICHAEL MN | 607 | $96.0M | $244K |
| 10 | TRIOSIM CORPORATION TRIOSIM CORPORATION 401(K) PLAN | APPLETON WI | 396 | $12.7M | $241K |
