Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding New World Fund Mutual fund in their Schedule of Assets, totaling $23.7M 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 | REHAB EMPLOYEE SERVICES, LLC REHAB EMPLOYEE SERVICES 401(K) PLAN | BIRMINGHAM AL | 7,323 | $208.6M | $7.2M |
| 2 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $4.8M |
| 3 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN |
SANTA CLARA CA |
| 20,206 |
| $1.5B |
| $4.2M |
| 4 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $2.4M |
| 5 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $1.2M |
| 6 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $884K |
| 7 | NEDELCO, INC. NEDELCO, INC. 401(K) RETIREMENT PLAN | AURORA NE | 429 | $33.8M | $587K |
| 8 | ADTRAV CORPORATION ADTRAV CORPORATION 401(K) RETIREMENT PLAN | HOOVER AL | 268 | $8.9M | $532K |
| 9 | GRIFFIS BLESSING, INC. GRIFFIS BLESSING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 337 | $11.5M | $424K |
| 10 | BANKFIRST FINANCIAL SERVICES BANKFIRST FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 441 | $43.7M | $313K |
