Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies ‐ continued American Funds New World in their Schedule of Assets, totaling $240K 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 | CHILD TRENDS, INC. CHILD TRENDS 403(B) PLAN | ROCKVILLE MD | 246 | $50.9M | $144K |
| 2 | ROLAND PARK COUNTRY SCHOOL, INC. ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN | BALTIMORE MD | 235 | $47.6M | $96K |
