Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding New World Fund Inc. Mutual Fund in their Schedule of Assets, totaling $6.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN | ELKHART IN | 282 | $44.6M | $1.5M |
| 2 | MOMENTUM PLATFORM, LLC MOMENTUM 401(K) PLAN | DALLAS TX | 1,106 | $98.3M | $837K |
| 3 | TANNER LLC TANNER LLC RETIREMENT PLAN |
SALT LAKE CITY UT |
| 234 |
| $31.2M |
| $619K |
| 4 | GAMESTOP, CORP. GAMESTOP, CORP. EMPLOYEES' SAVINGS PLAN | GRAPEVINE TX | 6,663 | $153.8M | $602K |
| 5 | SEACOR MARINE PAYROLL MANAGEMENT LLC SEACOR MARINE 401(K) PLAN | MORGAN CITY LA | 261 | $56.6M | $483K |
| 6 | EQUIX HOLDINGS, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 767 | $33.0M | $299K |
| 7 | EMPIRE STATE REALTY OP, L.P. EMPIRE STATE REALTY TRUST 401(K) PLAN | NEW YORK NY | 235 | $41.6M | $294K |
| 8 | LAKE HIGHLAND PREPARATORY SCHOOL LAKE HIGHLAND PREPARATORY SCHOOL 403(B) PLAN | ORLANDO FL | 378 | $36.4M | $240K |
| 9 | MANITEX INTERNATIONAL INC. MANITEX INTERNATIONAL, INC. EMPLOYEES' 401(K) PLAN | BRIDGEVIEW IL | 234 | $12.2M | $198K |
| 10 | COMMUNITY HOUSING NETWORK, INC. COMMUNITY HOUSING NETWORK, INC. 401(K) PLAN | COLUMBUS OH | 104 | $5.8M | $186K |
