Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding AMERICAN FUNDS NEW WRLD - R4 in their Schedule of Assets, totaling $6.1M 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 | CRAIG TECHNICAL CONSULTING, INC. CRAIG TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | MERRITT ISLAND FL | 195 | $15.6M | $765K |
| 2 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $590K |
| 3 | BALFOUR BEATTY INVESTMENTS INC |
MALVERN PA |
| 1,417 |
| $47.1M |
| $498K |
| 4 | PHOENIX INTERNATIONAL HOLDINGS, PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | LARGO MD | 178 | $22.2M | $490K |
| 5 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $380K |
| 6 | INTELLIGENT DECISION SYSTEMS, IN INTELLIGENT DECISION SYSTEMS, INC. 401(K) PLAN | GAINESVILLE VA | 33 | $14.5M | $348K |
| 7 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST | VAN NUYS CA | 616 | $39.0M | $332K |
| 8 | EDLIN GALLAGHER HUIE & BLUM LLP EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 52 | $15.6M | $311K |
| 9 | MICHIGAN MUTUAL, INC. MICHIGAN MUTUAL INC. 401K PLAN | PORT HURON MI | 208 | $19.3M | $214K |
| 10 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $188K |
