Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 231 U.S. retirement plans report holding American funds new world r6 in their Schedule of Assets, totaling $157.8M 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 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 27,547 | $7.5B | $38.8M |
| 2 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $32.0M |
| 3 | KUEHNE & NAGEL INC. KUEHNE & NAGEL 401(K) PLAN |
JERSEY CITY NJ |
| 6,805 |
| $507.7M |
| $8.2M |
| 4 | CATHOLIC HEALTHCARE TRUST CATHOLIC MEDICAL CENTER PENSION PLAN | MANCHESTER NH | 352 | $221.3M | $5.4M |
| 5 | THORNTON TOMASETTI, INC. THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,237 | $468.6M | $4.4M |
| 6 | SAINT JOSEPH'S UNIVERSITY SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN | PHILADELPHIA PA | 2,380 | $553.5M | $4.3M |
| 7 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $4.1M |
| 8 | EXTENSIS GROUP, LLC EXTENSIS GROUP RETIREMENT SAVINGS PLAN | WOODBRIDGE NJ | 11,488 | $682.1M | $3.4M |
| 9 | DIRECT TRAVEL, INC. DIRECT TRAVEL 401(K) PLAN | CENTENNIAL CO | 998 | $121.4M | $2.3M |
| 10 | AMPAC FINE CHEMICALS LLC AMPAC FINE CHEMICALS LLC SALARIED EMPLOYEES 401(K) PLAN | RANCHO CORDOVA CA | 510 | $96.7M | $2.2M |
