Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American New World Fund R6 Mutual fund in their Schedule of Assets, totaling $5.5M 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 | LAKELAND BANCORP, INC. LAKELAND BANCORP, INC. SALARY SAVINGS 401(K) PLAN AND TRUST | OAK RIDGE NJ | 842 | $107.4M | $1.2M |
| 2 | TELCOR INC TELCOR INC 401(K) PROFIT SHARING PLAN | LINCOLN NE | 291 | $43.8M | $698K |
| 3 | TRI-CENTURY EYE CARE, P.C. TRI-CENTURY EYE CARE, P.C. 401(K) PROFIT SHARING PLAN |
SOUTHAMPTON PA |
| 89 |
| $22.2M |
| $606K |
| 4 | XL PARTS LLC XL PARTS 401(K) PLAN | HOUSTON TX | 1,721 | $35.6M | $451K |
| 5 | SCOTT EQUIPMENT COMPANY SCOTT EQUIPMENT COMPANY EMPLOYEES 401(K) PROFIT SHARING PLAN | NEW PRAGUE MN | 154 | $24.2M | $442K |
| 6 | AMERIVET PARTNERS MANAGEMENT, INC. AMERIVET VETERINARY PARTNERS 401(K) PLAN | SAN ANTONIO TX | 2,970 | $70.3M | $414K |
| 7 | NEUDESIC, LLC NEUDESIC, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 612 | $54.0M | $373K |
| 8 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $236K |
| 9 | MICRO ELECTRONICS, INC. MICRO ELECTRONICS, INC. 401(K) SAVINGS PLAN | HILLIARD OH | 2,774 | $36.7M | $215K |
| 10 | GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA GA | 292 | $23.7M | $187K |
