Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s American funds New World Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARKSNELSON ADVISORY, LLC MARKSNELSON ADVISORY, LLC 401(K) PLAN | OVERLAND PARK KS | 155 | $24.1M | $334K |
| 2 | ZIMMERMAN ARCHITECTURAL STUDIOS, INC. ZDG/HEC 401(K) PLAN | MILWAUKEE WI | 97 | $14.2M | $252K |
| 3 | ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN |
KENOSHA WI |
| 124 |
| $13.3M |
| $150K |
| 4 | SECURITY EQUIPMENT CORPORATION SECURITY EQUIPMENT CORPORATION 401(K) PLAN | FENTON MO | 131 | $6.7M | $138K |
| 5 | DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P | ASHEVILLE NC | 359 | $8.5M | $109K |
| 6 | CATHOLIC CHARITIES, INC. DIOCESE OF MADISON CATHOLIC CHARITIES, INC. DIOCESE OF MADISON RETIREMENT PLAN | MADISON WI | 118 | $7.5M | $59K |
| 7 | THE FORTUNE SOCIETY THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | LONG ISLAND CITY NY | 420 | $11.3M | $12K |
