Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding AMERICAN NEW WORLD FUND MUTUAL FUNDS in their Schedule of Assets, totaling $12.8M 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 | R.T.G. FURNITURE CORP. & AFFILIATES R.T.G. FURNITURE CORP. & AFFILIATES 401(K) PLAN | SEFFNER FL | 9,789 | $319.8M | $4.4M |
| 2 | DIEBOLD NIXDORF, INCORPORATED DIEBOLD, INCORPORATED 401(K) SAVINGS PLAN | NORTH CANTON OH | 3,499 | $571.5M | $2.6M |
| 3 | BASTION TECHNOLOGIES, INC. |
HOUSTON TX |
| 565 |
| $74.5M |
| $689K |
| 4 | WILLIAMS INDUSTRIES, INC. WILLIAMS INDUSTRIES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MANASSAS VA | 133 | $10.5M | $645K |
| 5 | WILLIAMS STEEL ERECTION CO., INC. MONEY PURCHASE PLAN AS ADOPTED BY WILLIAMS STEEL ERECTION CO., INC. | MANASSAS VA | 67 | $3.7M | $645K |
| 6 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $645K |
| 7 | WORKIVA INC. WORKIVA 401(K) PLAN | AMES IA | 2,169 | $188.7M | $621K |
| 8 | FIRST INDUSTRIAL, L.P. FIRST INDUSTRIAL, L.P. 401(K) PLAN | CHICAGO IL | 151 | $63.6M | $476K |
| 9 | THE DIXIE GROUP, INC. THE DIXIE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | DALTON GA | 887 | $74.4M | $290K |
| 10 | KTH PARTS INDUSTRIES, INC. KTH PARTS INDUSTRIES, INC. 401(K) SAVINGS PLAN | ST. PARIS OH | 697 | $63.7M | $269K |
