Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American New World Fund in their Schedule of Assets, totaling $18.9M 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 | FTI CONSULTING, INC. FTI CONSULTING, INC. 401(K) PLAN | WASHINGTON DC | 4,676 | $1.2B | $11.1M |
| 2 | BRANDYWINE REALTY TRUST BRANDYWINE REALTY TRUST 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 281 | $71.1M | $2.2M |
| 3 | HIKMA PHARMACEUTICALS USA INC. HIKMA PHARMACEUTICALS USA INC. 401(K) RETIREMENT PLAN |
BERKELEY HEIGHTS NJ |
| 2,237 |
| $274.8M |
| $1.4M |
| 4 | EXACTECH, INC. EXACTECH, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 557 | $70.0M | $986K |
| 5 | ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN | GAINESVILLE FL | 1,464 | $161.1M | $839K |
| 6 | BURGESS & NIPLE INC. BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 585 | $132.0M | $833K |
| 7 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $281K |
| 8 | HERC-U-LIFT, INC. HERC-U-LIFT, INC. PROFIT SHARING SAVINGS FOR RETIREMENT PLAN | MAPLE PLAIN MN | 219 | $21.7M | $247K |
| 9 | ANDERSON MERCHANDISERS, LLC ANDERSON MERCHANDISERS EMPLOYEE 401(K) PROFIT SHARING PLAN | PLANO TX | 2,442 | $108.9M | $240K |
| 10 | SHORE CAPITAL PARTNERS MANAGEMENT LP SHORE CAPITAL PARTNERS MANAGEMENT, LP RETIREMENT SAVINGS PLAN | CHICAGO IL | 168 | $10.5M | $219K |
