Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Minnesota Life Insurance Company Amer Funds New World Fund, R6 in their Schedule of Assets, totaling $417K 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 | CENTRAL MANAGEMENT CONCEPTS, LLC CENTRAL MANAGEMENT CONCEPTS, LLC PROFIT SHARING PLAN | COVINGTON LA | 510 | $19.0M | $246K |
| 2 | COOSA VALLEY CREDIT UNION COOSA VALLEY CREDIT UNION RETIREMENT SAVINGS PLAN | ROME GA | 128 | $10.9M | $111K |
| 3 | AL COPELAND INVESTMENTS, L.L.C. |
METAIRIE LA |
| 464 |
| $13.3M |
| $60K |
