Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Service Company American Funds New World Fund Class R6 in their Schedule of Assets, totaling $5.8M 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 | ACE HARDWARE CORPORATION ACE HARDWARE CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 6,953 | $1.2B | $5.5M |
| 2 | ACE HARDWARE CORPORATION ACE RETIREMENT SAVINGS PLAN | OAK BROOK IL | 1,040 | $51.0M | $211K |
| 3 | SERVOTRONICS INC SERVOTRONICS INC 401(K) PROFIT SHARING PLAN & TRUST |
ELMA NY |
| 280 |
| $10.1M |
| $72K |
