Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Capital Research and Mgmt. Co. American Funds New World R6 in their Schedule of Assets, totaling $3.4M 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 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $1.3M |
| 2 | BMS INTERMEDIARIES, INC. BMS INTERMEDIARIES, INC. 401(K) PLAN | EDINA MN | 233 | $47.5M | $813K |
| 3 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN |
NEW YORK NY |
| 255 |
| $129.3M |
| $591K |
| 4 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $397K |
| 5 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $148K |
| 6 | ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) RETIREMENT PLAN | BALTIMORE MD | 143 | $24.0M | $61K |
| 7 | WOMEN IN NEED WOMEN IN NEED 403(B) RETIREMENT PLAN | NEW YORK NY | 783 | $8.5M | $6K |
