Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Capital Group American Funds New World R6 - in their Schedule of Assets, totaling $4.7M 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 | AMERICAN PACIFIC MORTGAGE CORPORATION AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN | ROSEVILLE CA | 2,801 | $153.4M | $912K |
| 2 | FREMONT-WRIGHT, LLC FREMONT-WRIGHT, LLC RETIREMENT READINESS 401(K) PLAN | MEMPHIS TN | 485 | $27.6M | $577K |
| 3 | CEMENTATION USA, INC. |
SANDY UT |
| 381 |
| $38.8M |
| $496K |
| 4 | HEAPY ENGINEERING HEAPY ENGINEERING, INC. SAVINGS PLAN | DAYTON OH | 250 | $38.2M | $467K |
| 5 | PARK WEST GALLERIES, INC. PARK WEST GALLERIES, INC. 401K PLAN | SOUTHFIELD MI | 171 | $21.3M | $464K |
| 6 | ASTRANA HEALTH MANAGEMENT, INC. ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ALHAMBRA CA | 1,222 | $29.7M | $415K |
| 7 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $266K |
| 8 | CALIBER PLUMBING & MECHANICAL INC. CALIBER PLUMBING & MECHANICAL INC. 401(K) PLAN | PORTLAND OR | 97 | $6.1M | $204K |
| 9 | JACK DEMMER FORD, INC. JACK DEMMER FORD, INC. 401(K) PLAN | WAYNE MI | 208 | $24.1M | $204K |
| 10 | GENTLE GIANT EMPLOYMENT COMPANY, LLC GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN | WINCHESTER MA | 180 | $34.6M | $202K |
