Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Newworld R6 Registered investment company in their Schedule of Assets, totaling $1.9M 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 | AJINOMOTO BIO-PHARMA SERVICES AJINOMOTO BIO-PHARMA SERVICES 401(K) PLAN | SAN DIEGO CA | 480 | $43.0M | $349K |
| 2 | SARES-REGIS OPERATING COMPANY, LP SARES REGIS GROUP 401(K) PLAN | NEWPORT BEACH CA | 1,071 | $91.5M | $333K |
| 3 | CLOVER ENVIRONMENTAL SOLUTIONS LLC |
OTTAWA IL |
| 445 |
| $48.4M |
| $244K |
| 4 | CASH-WA DISTRIBUTING COMPANY OF KEARNEY, INC. CASH-WA DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | KEARNEY NE | 821 | $41.9M | $191K |
| 5 | HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. RETIREMENT PLAN | BELLEVUE WA | 274 | $23.0M | $154K |
| 6 | ARROW FINISHING, INC ARROW FINISHING, INC 401(K) PLAN | BLAINE MN | 123 | $12.3M | $153K |
| 7 | MVM, INC. MVM, INC. 401(K) SAVINGS PLAN | ASHBURN VA | 3,582 | $83.2M | $112K |
| 8 | HOLLAND RESIDENTIAL, LLC HOLLAND RESIDENTIAL, LLC 401(K) PLAN | VANCOUVER WA | 758 | $68.7M | $75K |
| 9 | NEW ENGEN, INC. NEW ENGEN 401(K) PLAN | SEATTLE WA | 385 | $11.7M | $69K |
| 10 | SAGENT, LLC SAGENT, LLC 401(K) PLAN | COPPELL TX | 127 | $5.1M | $43K |
