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 R3 Fund in their Schedule of Assets, totaling $857K 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 | ISLAND HOSPITALITY MANAGEMENT, LLC ISLAND HOSPITALITY MANAGEMENT, LLC 401(K) SAFE HARBOR PLAN | WEST PALM BEACH FL | 2,316 | $33.2M | $529K |
| 2 | JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES 403B PLAN | NEW YORK NY | 1,832 | $30.9M | $307K |
| 3 | LAWTON GROUP LLC |
MCKINNEY TX |
| 109 |
| $3.4M |
| $21K |
