Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American New World Fund GM in their Schedule of Assets, totaling $5.7M 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 | BURGESS & NIPLE INC. BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 585 | $132.0M | $3.6M |
| 2 | GREAT LAKES WINE & SPIRITS, LLC GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | HIGHLAND PARK MI | 1,067 | $43.0M | $904K |
| 3 | GREAT LAKES WINE AND SPIRITS, LLC |
HIGHLAND PARK MI |
| 353 |
| $13.3M |
| $418K |
| 4 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN | MAPLE PLAIN MN | 219 | $21.7M | $403K |
| 5 | NFA CORPORATION NFA CORPORATION 401(K) PROTECTION AND SAVINGS PLAN | CUMBERLAND RI | 186 | $11.4M | $396K |
