Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds New World Registered investment company in their Schedule of Assets, totaling $14.6M 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 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $3.8M |
| 2 | SYNAPTICS, INC. SYNAPTICS, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 350 | $183.8M | $2.5M |
| 3 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK |
BELLINGHAM WA |
| 510 |
| $108.8M |
| $1.9M |
| 4 | COLGATE UNIVERSITY COLGATE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT | HAMILTON NY | 1,002 | $567.8M | $1.7M |
| 5 | AMUNEAL MANUFACTURING CORPORATION AMUNEAL RETIREMENT & SAVINGS PLAN | PHILADELPHIA PA | 158 | $28.0M | $891K |
| 6 | THE HENRY FRANCIS DUPONT WINTERTHUR MUSEUM WINTERTHUR EMPLOYEE RETIREMENT PLAN | WINTERTHUR DE | 308 | $20.7M | $868K |
| 7 | LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW WINDSOR NY | 121 | $26.3M | $821K |
| 8 | WILO USA LLC WILO USA LLC RETIREMENT PLAN | CEDARBURG WI | 451 | $30.9M | $530K |
| 9 | CUSTOMINK, LLC CUSTOMINK, LLC 401(K) SAVINGS PLAN | TYSONS VA | 670 | $84.3M | $281K |
| 10 | DERSE INC DERSE, INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 475 | $72.2M | $259K |
