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 Ret Opt in their Schedule of Assets, totaling $78K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMERCIAL SEWING, INC. COMMERCIAL SEWING, INC.EMPLOYEE SAVINGS AND RETIREMENT PLAN | TORRINGTON CT | 144 | $10.8M | $37K |
| 2 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $34K |
| 3 | CHEM TECH SERVICES, INC. CHEM TECH SERVICES 401K PLAN |
LEVELLAND TX |
| 200 |
| $7.6M |
| $7K |