Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New World Registered investment company (y) 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 | O'NEIL & ASSOCIATES, INC. O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | MIAMISBURG OH | 172 | $17.4M | $414K |
| 2 | FUJITEC AMERICA INC. FUJITEC AMERICA EMPLOYEES RETIREMENT PLAN | MASON OH | 203 | $29.5M | $345K |
| 3 | AREA ENERGY & ELECTRIC, INC. |
SIDNEY OH |
| 352 |
| $38.6M |
| $336K |
| 4 | PARTS EXPRESS INTERNATIONAL, INC. PARTS EXPRESS INTERNATIONAL, INC. 401(K) PLAN | SPRINGBORO OH | 94 | $5.4M | $90K |
| 5 | RAFIH AUTO GROUP MICHIGAN RETIREMENT PLAN RAFIH AUTO GROUP MICHIGAN RETIREMENT PLAN | ROCHESTER HILLS MI | 159 | $7.6M | $27K |
| 6 | SIGNATURE PARTNERS, INC. SIGNATURE 4 / FORTY NINE DEGREES/VISIONARY PARTNERS LTD 401(K) PLAN | COLDWATER OH | 188 | $19.2M | $13K |
