Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New World R6 Pooled separate account n/a in their Schedule of Assets, totaling $1.5M 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 | DESERT SANDS PUBLIC CHARTER, INC. LEARN4LIFE 403(B) PLAN | LANCASTER CA | 2,081 | $153.0M | $674K |
| 2 | CBR MANAGEMENT SERVICES, INC. CBR MANAGEMENT SERVICES, INC. 401(K) PLAN | PHOENIX AZ | 2,396 | $40.1M | $425K |
| 3 | LIFELONG LEARNING ADMINISTRATION CORPORATION LIFELONG LEARNING ADMINISTRATION CORPORATION 403(B) PLAN |
LANCASTER CA |
| 386 |
| $37.5M |
| $239K |
| 4 | BENEFIT PLAN ADMINISTRATORS OF EAU CLAIRE POINT C RETIREMENT SAVINGS PLAN | EAU CLAIRE WI | 267 | $17.0M | $133K |
| 5 | ENERGY EXEMPLAR LLC ENERGY EXEMPLAR LLC 401(K) PLAN & TRUST | SALT LAKE CITY UT | 128 | $13.0M | $28K |
