Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding AMERICAN NEW WORLD FUND R4 MUTUAL FUNDS in their Schedule of Assets, totaling $1.8M 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 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $637K |
| 2 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PLAN AND TRUST | FARMINGTON HILLS MI | 1,780 | $68.9M | $401K |
| 3 | DIRECT CHASSISLINK, INC. |
CHARLOTTE NC |
| 789 |
| $44.2M |
| $281K |
| 4 | HBT FINANCIAL, INC. HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST | BLOOMINGTON IL | 819 | $95.0M | $240K |
| 5 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $72K |
| 6 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $67K |
| 7 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $59K |
| 8 | M&R PRINTING EQUIPMENT, INC. M&R PRINTING EQUIPMENT, INC. & SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | ROSELLE IL | 324 | $20.5M | $32K |
| 9 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $29K |
