Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding New World Fund Registered investment company in their Schedule of Assets, totaling $167K 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 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN | IRVINE CA | 340 | $15.2M | $83K |
| 2 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $57K |
| 3 | EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA, INC. |
MELBOURNE FL |
| 244 |
| $3.0M |
| $27K |
