Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Lincoln National Life Insurance Co. American Funds New World SA6J in their Schedule of Assets, totaling $164K 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 KRUMLAND COMPANY, LLC THE KRUMLAND CO., LLC 401(K) PLAN | ROSWELL NM | 194 | $11.3M | $136K |
| 2 | L&B HOLDINGS, L.L.C. TMI ENTERPRISE, L.L.C. 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 166 | $6.7M | $22K |
| 3 | TRANSITIONS INTERMEDIATE HOLDINGS TRANSITIONS 401(K) PLAN |
ELK GROVE VILLAGE IL |
| 192 |
| $7.7M |
| $6K |
