Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding American Funds New World R6 Pooled separate account in their Schedule of Assets, totaling $18.2M 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 | ALFRED BENESCH & COMPANY EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY | CHICAGO IL | 1,060 | $336.3M | $4.4M |
| 2 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $4.2M |
| 3 | NELSON BROTHERS, INC. NELSON BROTHERS, INC. EMPLOYEE CAPITAL ACCUMULATION 401(K) PLAN |
BIRMINGHAM AL |
| 489 |
| $54.8M |
| $1.8M |
| 4 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $1.1M |
| 5 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST | OAKDALE MN | 255 | $33.4M | $608K |
| 6 | ROBERT W. SULLIVAN, INC. ROBERT W. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 82 | $11.3M | $591K |
| 7 | WILLIAMS TANK LINES, LLC WILLIAMS TANK LINES 401(K) PLAN | STOCKTON CA | 302 | $37.5M | $527K |
| 8 | MONTROSE MEMORIAL HOSPITAL, INC. MONTROSE REGIONAL HEALTH RETIREMENT SAVINGS PLAN | MONTROSE CO | 810 | $40.1M | $472K |
| 9 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $271K |
| 10 | BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. BAY RIDGE AUTOMOTIVE MANAGEMENT CORP. 401(K) EMPLOYEE SAVINGS PLAN | NORTH BERGEN NJ | 854 | $46.6M | $264K |
