Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 159 U.S. retirement plans report holding American Funds NewWorld R6 - in their Schedule of Assets, totaling $125.2M 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 | VGM GROUP INC VGM GROUP INC 401(K) PROFIT SHARING PLAN | WATERLOO IA | 1,520 | $127.1M | $15.5M |
| 2 | AZZ INC. AZZ INC. 401(K) PLAN | FORT WORTH TX | 2,495 | $117.6M | $10.3M |
| 3 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN |
CLEVELAND OH |
| 8,037 |
| $340.3M |
| $8.2M |
| 4 | EICHLEAY, INC. EICHLEAY, INC. PENSION AND PROFIT SHARING PLAN | LARKSPUR CA | 186 | $85.4M | $6.5M |
| 5 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $6.4M |
| 6 | TEKNI-PLEX, INC. TEKNI-PLEX, INC. 401(K) PLAN | WAYNE PA | 2,500 | $179.8M | $6.4M |
| 7 | NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATIONAL COUNCIL FOR BEHAVIORAL HEALTH PENSION PLAN | WASHINGTON DC | 283 | $32.7M | $5.2M |
| 8 | ATLANTIC AMERICAN CORPORATION ATLANTIC AMERICAN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 158 | $29.2M | $3.6M |
| 9 | GARNET HEALTH MEDICAL CENTER ORANGE REGIONAL MEDICAL CENTER EMPLOYEES' RETIREMENT PLAN | MIDDLETOWN NY | 56 | $80.5M | $3.2M |
| 10 | PHARMACEUTICS INTERNATIONAL, INC. PHARMACEUTICS INTERNATIONAL, INC. 401(K) PLAN | HUNT VALLEY MD | 298 | $21.1M | $2.7M |
