Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding New World Fund, Inc. in their Schedule of Assets, totaling $4.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APEX FUND SERVICES (CHARLOTTE) LLC APEX FUND SERVICES 401(K) PLAN | NEW YORK NY | 655 | $49.2M | $686K |
| 2 | THE LOVE COMPANIES THE LOVE COMPANIES 401(K) PLAN | SAINT LOUIS MO | 1,208 | $18.6M | $565K |
| 3 | STEP UP SUNCOAST, INC. STEP UP SUNCOAST, INC. 403(B) PLAN |
SARASOTA FL |
| 205 |
| $7.5M |
| $500K |
| 4 | VERITA TELECOMMUNICATIONS CORPORATION VTC 401(K) PLAN | PLYMOUTH MI | 423 | $8.4M | $403K |
| 5 | AUBERGE RESORTS LLC AUBERGE RESORTS 401(K) PLAN | BETHESDA MD | 4,077 | $48.0M | $395K |
| 6 | NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC NORTH AMERICA FUEL SYSTEMS REMANUFACTURING, LLC 401(K) PLAN | KENTWOOD MI | 104 | $7.7M | $342K |
| 7 | THE WOODBRIDGE GROUP THE WOODBRIDGE GROUP RETIREMENT SAVINGS PLAN | TROY MI | 2,277 | $111.3M | $264K |
| 8 | EPISCOPAL DAY PRIVATE SCHOOL OF MANATEE COUNTY, INC. ST. STEPHEN'S EPISCOPAL SCHOOL RETIREMENT PLAN | BRADENTON FL | 112 | $16.9M | $234K |
| 9 | LHM ADM BEN, INC. LARRY H. MILLER ASSOCIATES RETIREMENT PLAN | SANDY UT | 3,958 | $128.2M | $198K |
| 10 | BROOKSHIRE BROTHERS, INC. BROOKSHIRE BROTHERS KSOP | LUFKIN TX | 3,030 | $134.4M | $153K |
