Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds Newworld R6 Mutual fund in their Schedule of Assets, totaling $12.8M 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 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 234 | $38.8M | $1.8M |
| 2 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $1.6M |
| 3 | KELLY & ASSOCIATES INSURANCE GROUP, INC. KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN |
SPARKS MD |
| 559 |
| $68.2M |
| $1.1M |
| 4 | JACKSON HEALTHCARE, LLC JACKSON HEALTHCARE 401(K) SAVINGS PLAN | ALPHARETTA GA | 2,412 | $210.6M | $971K |
| 5 | COLONY BANKCORP, INC. COLONY BANKCORP, INC. 401(K) PLAN | ALBANY GA | 483 | $34.3M | $956K |
| 6 | ISO POLY FILMS, INC. ISO POLY FILMS, INC. 401(K) RETIREMENT PLAN | POMPANO BEACH FL | 657 | $23.8M | $750K |
| 7 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $612K |
| 8 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $575K |
| 9 | STEINBERG HART STEINBERG HART 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 103 | $35.5M | $455K |
| 10 | EXCHANGE COMPANY EXCHANGE COMPANY 401(K) PLAN | KEARNEY NE | 174 | $16.9M | $376K |
