Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American New World Fund R6 “ in their Schedule of Assets, totaling $8.5M 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 | COMMONWEALTH ASSOCIATES INC. COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN | JACKSON MI | 238 | $46.5M | $1.7M |
| 2 | ORGANOGENESIS INC. ORGANOGENESIS INC. 401K SAVINGS PLAN | CANTON MA | 818 | $143.9M | $1.5M |
| 3 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN |
SANTA BARBARA CA |
| 534 |
| $189.4M |
| $1.5M |
| 4 | UNITIL CORPORATION UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN | HAMPTON NH | 546 | $156.2M | $1.4M |
| 5 | GILSON, INC. GILSON, INC. EMPLOYEES RETIREMENT PLAN | MIDDLETON WI | 118 | $49.0M | $418K |
| 6 | CITIZEN POTAWATOMI NATION CITIZEN POTAWATOMI NATION EMPLOYEE 401(K) RETIREMENT PLAN | SHAWNEE OK | 2,260 | $63.4M | $385K |
| 7 | KAAPA ETHANOL HOLDINGS, LLC KAAPA ETHANOL HOLDINGS, LLC 401(K) & PROFIT SHARING PLAN | KEARNEY NE | 121 | $13.6M | $319K |
| 8 | IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN | READING PA | 490 | $125.6M | $254K |
| 9 | PRICE FAMILY DEALERSHIPS PRICE FAMILY 401(K) PLAN | LARKSPUR CA | 1,037 | $39.4M | $196K |
| 10 | CUTRALE CITRUS JUICES USA, INC CUTRALE USA RETIREMENT SAVINGS PLAN | AUBURNDALE FL | 249 | $19.1M | $175K |
