Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Mutual of America American Funds IS New World Fund in their Schedule of Assets, totaling $96K 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 | UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY, INC. | MILWAUKEE WI | 85 | $18.4M | $33K |
| 2 | FEARLESS, INC. EMPLOYEE BENEFIT PLAN OF FEARLESS, INC. | PAIA HI | 314 | $7.5M | $24K |
| 3 | HILLSIDE INC. |
ATLANTA GA |
| 260 |
| $13.0M |
| $24K |
| 4 | CADENCE INTERNATIONAL 403(B) THRIFT PLAN FOR EMPLOYEES OF CADENCE INTERNATIONAL | ENGLEWOOD CO | 160 | $4.4M | $6K |
| 5 | UNITED NEIGHBORHOOD HEALTH SER 403(B) THRIFT PLAN OF UNITED NEIGHBORHOOD HEALTH SERVICES, INC. | NASHVILLE TN | 229 | $6.0M | $4K |
| 6 | WORKFORCE BUSINESS SERVICES, INC. 401(K) PROFIT-SHARING PLAN FOR WORKFORCE BUSINESS SERVICES, INC. | BRADENTON FL | 1,268 | $37.4M | $3K |
| 7 | SECOND HARVEST FOOD BANK 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE, INC. | NASHVILLE TN | 134 | $10.4M | $2K |
| 8 | COMPASS, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF COMPASS, INC. | BELTSVILLE MD | 576 | $8.5M | $1K |
