Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 119 U.S. retirement plans report holding American Funds New World - in their Schedule of Assets, totaling $44.7M 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 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $3.8M |
| 2 | DCD AUTOMOTIVE HOLDINGS, INC. DCD AUTOMOTIVE HOLDINGS, INC. 401(K) PLAN | NORWOOD MA | 1,651 | $75.5M | $3.4M |
| 3 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN |
PROVIDENCE RI |
| 2,337 |
| $155.8M |
| $2.2M |
| 4 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 108 | $20.9M | $1.7M |
| 5 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $1.7M |
| 6 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 111 | $17.5M | $1.4M |
| 7 | MICHIGAN AUTOMOTIVE COMPRESSOR MACI ASSOCIATES 401(K) SAVINGS PLAN | PARMA MI | 735 | $163.0M | $1.3M |
| 8 | COGENCY GLOBAL, INC. COGENCY GLOBAL, INC. 401(K) PLAN | NEW YORK NY | 400 | $48.2M | $1.2M |
| 9 | TEAM INDUSTRIES, INC. TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 114 | $35.7M | $1.2M |
| 10 | HEALTH CARE LOGISTICS, INC. HEALTH CARE LOGISTICS, INC. 401(K) PLAN | CIRCLEVILLE OH | 336 | $19.5M | $1.1M |
