Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Newworld R6 Fund in their Schedule of Assets, totaling $10.2M 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 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $7.9M |
| 2 | DRAKE SOFTWARE DRAKE SOFTWARE LLC 401(K) PLAN | FRANKLIN NC | 957 | $60.9M | $1.4M |
| 3 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN |
SAINT LOUIS MO |
| 102 |
| $32.3M |
| $858K |
| 4 | SKYLINE PRODUCTS, INC. SKYLINE PRODUCTS INC PROFIT SHARING PLAN AND TRUST | COLORADO SPRINGS CO | 179 | $8.0M | $10K |
