Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower Trust Company, LLC American Funds New World R6 - in their Schedule of Assets, totaling $2.1M 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 | GREENWAY FORD, INC. GREENWAY AUTOMOTIVE GROUP 401(K) PLAN | ORLANDO FL | 2,005 | $42.2M | $1.1M |
| 2 | DP WORLD CL HOLDING AMERICAS INC. SYNCREON EMPLOYEES 401(K) PLAN | AUBURN HILLS MI | 3,189 | $80.4M | $684K |
| 3 | JILLAMY, INC JILLAMY, INC 401(K) PROFIT SHARING PLAN |
CHALFONT PA |
| 395 |
| $13.6M |
| $334K |
| 4 | WHEELS FINANCIAL GROUP, LLC DBA LOANMART LOANMART 401(K) PLAN | VAN NUYS CA | 155 | $5.4M | $42K |
| 5 | DAVISON DESIGN AND DEVELOPMENT DAVISON DESIGN AND DEVELOPMENT 401(K) PROFIT SHARING PLAN & TRUST | PITTSBURGH PA | 240 | $3.8M | $11K |
