Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding New World Fund Inc Registered investment company in their Schedule of Assets, totaling $3.7M 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 | FREMONT BANCORPORATION FREMONT BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | FREMONT CA | 735 | $214.6M | $3.2M |
| 2 | SOFIE NETWORK INC. SOFIE NETWORK 401(K) PLAN | DULLES VA | 425 | $25.0M | $286K |
| 3 | FARNHAM, INC. SECTION 403(B) RETIREMENT PLAN FOR FARNHAM, INC. |
OSWEGO NY |
| 113 |
| $4.6M |
| $218K |
