Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower Annuity Insurance Company of America American Funds New World R6 in their Schedule of Assets, totaling $140K 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 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S | CLEARWATER FL | 1,167 | $72.1M | $62K |
| 2 | ALLARD NAZARIAN GROUP, INC. ALLARD NAZARIAN GROUP, INC. 401(K) SAVINGS PLAN | MANCHESTER NH | 157 | $12.5M | $53K |
| 3 | CLARIFY HEALTH SOLUTIONS, INC. |
SAN FRANCISCO CA |
| 154 |
| $15.3M |
| $14K |
| 4 | SUN FIBER, LLC SUN FIBER, LLC RETIREMENT SAVINGS PLAN | RICHBURG SC | 164 | $2.4M | $10K |
| 5 | CLOVER LEAF SOLUTIONS, INC. CLOVER LEAF SOLUTIONS 401(K) PLAN | ALBUQUERQUE NM | 114 | $7.1M | $1K |
