Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Funds New World - in their Schedule of Assets, totaling $11.1M 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 | DCD AUTOMOTIVE HOLDINGS, INC. DCD AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | NORWOOD MA | 1,651 | $75.5M | $3.4M |
| 2 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 111 | $17.5M | $1.4M |
| 3 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN |
KAUKAUNA WI |
| 114 |
| $35.7M |
| $1.2M |
| 4 | PINNACLE ACTUARIAL RESOURCES, INC. PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST | BLOOMINGTON IL | 95 | $41.2M | $874K |
| 5 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $603K |
| 6 | BOARD OF TRUSTEES OF THE INSULATORS AND ALLIED WORKERS LOCAL 81 PENSIO LOCAL 81 INT'L ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS PENSION PLAN | MOLINE IL | 97 | $22.6M | $463K |
| 7 | PNP PEDIATRICS, LLC PRINCETON NASSAU PEDIATRICS 401(K) PROFIT SHARING PLAN | WEST WINDSOR NJ | 82 | $21.9M | $406K |
| 8 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $371K |
| 9 | GRUBER LAW OFFICES, LLC GRUBER LAW OFFICES, LLC 401(K) PLAN | MILWAUKEE WI | 103 | $12.6M | $321K |
| 10 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $302K |
