Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds New World R6 Pooled separate accounts - in their Schedule of Assets, totaling $1.2M 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 | AMWEST FUNDING CORP. AMWEST FUNDING CORP. 401(K) PLAN AND TRUST | BREA CA | 128 | $13.9M | $653K |
| 2 | AERO-FLITE, INC. AERO-FLITE 401(K) PLAN | SPOKANE WA | 209 | $18.7M | $283K |
| 3 | SCHOOL FOR CHILDREN WITH HIDDEN INTELLIGENCE INC SCHI 401(K) PLAN |
LAKEWOOD NJ |
| 514 |
| $4.7M |
| $110K |
| 4 | DAVIS DEVELOPMENT, INC. DAVIS DEVELOPMENT, INC. 401(K) PLAN | STOCKBRIDGE GA | 435 | $19.5M | $71K |
| 5 | UTILI-SERVE, LLC UTILI-SERVE, LLC 401(K) PLAN | CONOVER NC | 268 | $9.8M | $33K |
| 6 | CONVO COMMUNICATIONS LLC CONVO COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 357 | $5.9M | $5K |
| 7 | OLAM WEST COAST, INC. OLAM AMERICAS - HANFORD HOURLY UNION EMPLOYEE | FRESNO CA | 33 | $2.4M | $5K |
