Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Capital Research and Mgmt Co American Funds NewWorld R6 in their Schedule of Assets, totaling $3.8M 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 | MEMBERS 1ST FEDERAL CREDIT UNION MEMBERS 1ST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | ENOLA PA | 1,259 | $156.2M | $1.3M |
| 2 | BAYFIRST NATIONAL BANK BAYFIRST NATIONAL BANK 401(K) PLAN | ST. PETERSBURG FL | 285 | $19.7M | $875K |
| 3 | INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN |
SAN DIEGO CA |
| 472 |
| $24.5M |
| $447K |
| 4 | WITTENBACH BUSINESS SYSTEMS, LLC WITTENBACH BUSINESS SYSTEMS, LLC 401(K) RETIREMENT PLAN | SPARKS MD | 333 | $28.1M | $241K |
| 5 | NEW YORK PUBLIC RADIO NEW YORK PUBLIC RADIO RETIREMENT PLAN | NEW YORK NY | 280 | $73.3M | $204K |
| 6 | POLICY SERVICES COMPANY LLC POLICY SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | CORAL SPRINGS FL | 330 | $5.8M | $180K |
| 7 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $140K |
| 8 | KC ENGINEERING AND LAND SURVEYING, P.C. KC ENGINEERING AND LAND SURVEYING, P.C. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 113 | $24.3M | $130K |
| 9 | VIA TRANSPORTATION, INC. VIA TRANSPORTATION, INC. 401(K) PLAN | NEW YORK NY | 376 | $31.5M | $115K |
| 10 | FIRST PROTOCOL, INC. FIRST 401(K) PLAN | NEW YORK NY | 491 | $27.6M | $75K |
