Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding New World Fund Pooled separate account in their Schedule of Assets, totaling $2.2M 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 | AES INDUSTRIES, INC. AES INDUSTRIES, INC. 401K PROFIT SHARING PLAN | TALLASSEE AL | 82 | $6.4M | $1.2M |
| 2 | TESTAN LAW APC TESTAN LAW APC 401(K) PROFIT SHARING PLAN | WESTLAKE VILLAGE CA | 92 | $23.9M | $239K |
| 3 | VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. VALDOSTA FAMILY MEDICINE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN |
VALDOSTA GA |
| 138 |
| $15.1M |
| $157K |
| 4 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $124K |
| 5 | MOUNTAIN F. ENTERPRISES, INC. MOUNTAIN F. ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FOLSOM CA | 323 | $13.5M | $120K |
| 6 | THE MCCLONE AGENCY, INC. THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN | MENASHA WI | 119 | $11.2M | $96K |
| 7 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $70K |
| 8 | LIFEMED ALASKA, LLC LIFEMED ALASKA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ANCHORAGE AK | 152 | $20.7M | $49K |
| 9 | COMMERCIAL CREAMERY COMPANY COMMERCIAL CREAMERY COMPANY 401(K) PLAN | SPOKANE WA | 144 | $19.4M | $43K |
| 10 | UNIVERSITY SUPPORT SERVICES, LLC UNIVERSITY SUPPORT SERVICES, LLC CASH OR DEFERRED PLAN | GREAT RIVER NY | 249 | $28.7M | $41K |
