Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New World R6 Value of interest in registered investment companies in their Schedule of Assets, totaling $332K 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 | KEVANE GRANT THORNTON, LLP KEVANE GRANT THORNTON RETIREMENT PLAN | SAN JUAN PR | 170 | $14.6M | $121K |
| 2 | PREP FOR PREP PREP FOR PREP 403 (B) DC PLAN | NEW YORK NY | 82 | $15.3M | $119K |
| 3 | MINNEAPOLIS-FOWLERVILLE CORPORATION MINNEAPOLIS-FOWLERVILLE CORPORATION RETIREMENT PLAN |
CLEAR LAKE WI |
| 168 |
| $9.9M |
| $92K |
