Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding party date,rate of interest, collateral, par, or maturity date American Funds New World R6 Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | OEC USA, INC. OEC USA, INC. 401(K) PLAN | MIAMI FL | 16 | $29.8M | $493K |
| 2 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $471K |
| 3 | CLARK, PARTINGTON, HART, LARRY, BOND & STACKHOUSE, P.A CLARK, PARTINGTON, HART & HART EMPLOYEES PROFIT SHARING PLAN & TRUST |
PENSACOLA FL |
| 81 |
| $29.2M |
| $431K |
| 4 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $302K |
| 5 | AVITA MEDICAL AMERICAS LLC AVITA MEDICAL AMERICAS LLC 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA CA | 252 | $20.6M | $198K |
| 6 | ENGIS CORPORATION ENGIS CORPORATION PROFIT SHARING AND 401K PLAN | WHEELING IL | 176 | $25.9M | $174K |
| 7 | AWARE RECOVERY CARE, INC. AWARE RECOVERY CARE 401(K) SAVINGS PLAN | WALLINGFORD CT | 428 | $3.0M | $63K |
| 8 | ALLREDI, LLC ALLREDI, LLC RETIREMENT PLAN | PASADENA TX | 223 | $14.5M | $55K |
| 9 | FIX-IT GROUP, LLC FIX-IT GROUP, LLC 401K PLAN | GOLDEN CO | 367 | $2.2M | $41K |
| 10 | FAR WEST SERVICES, LLC FAR WEST SERVICES, LLC 401(K) PLAN | COSTA MESA CA | 3,427 | $2.7M | $24K |
