Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding AMERICAN NEW WORLD FUND MUTUAL FUNDS in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $645K |
| 5 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST | FLOWER MOUND TX | 83 | $13.8M | $210K |
| 6 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $159K |
| 7 | THERMWOOD CORPORATION THERMWOOD CORPORATION 401(K) PLAN | DALE IN | 104 | $19.0M | $139K |
| 8 | NUMERIX LLC NUMERIX LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $22.5M | $136K |
| 9 | TITLE FINANCIAL CORPORATION TITLE FINANCIAL CORPORATION 401(K) PLAN | BLACKFOOT ID | 393 | $32.6M | $132K |
| 10 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $126K |
