Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds IS New World Fund in their Schedule of Assets, totaling $96K 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 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $67K |
| 2 | RULON COMPANY 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RULON COMPANY | ST AUGUSTINE FL | 197 | $7.7M | $29K |
