Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered investment companies American Funds American Funds New World Fund in their Schedule of Assets, totaling $5.4M 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $5.1M |
| 2 | JANUS ET CIE JANUS ET CIE 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 289 | $30.3M | $219K |
| 3 | US ACUTE CARE SOLUTIONS UH CLINICAL ASSOCIATES, LLC 401(K) RETIREMENT PLAN |
CANTON OH |
| 151 |
| $17.3M |
| $130K |
