Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding s American Funds New World R6 in their Schedule of Assets, totaling $2.7M 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 | DICKINSON FINANCIAL CORPORATION DICKINSON FINANCIAL CORPORATION RETIREMENT PLAN | KANSAS CITY MO | 1,084 | $73.0M | $1.0M |
| 2 | PENTECH HOLDINGS INC. PENTECH HOLDINGS RETIREMENT SAVINGS PLAN | BOOTHWYN PA | 662 | $44.4M | $373K |
| 3 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN |
INDIANAPOLIS IN |
| 216 |
| $26.2M |
| $352K |
| 4 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $217K |
| 5 | WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM OR | 122 | $12.1M | $147K |
| 6 | MEMORIAL MOTORS, INC. DOHERTY AUTO GROUP 401(K) PLAN | LAKELAND FL | 3,232 | $25.1M | $127K |
| 7 | OAKMONT COUNTRY CLUB OAKMONT COUNTRY CLUB 401(K) PLAN | OAKMONT PA | 134 | $5.8M | $104K |
| 8 | CHEEKWOOD BOTANICAL GARDEN AND MUSEUM OF ART CHEEKWOOD 403(B) PLAN | NASHVILLE TN | 209 | $5.7M | $67K |
| 9 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $61K |
| 10 | PHARMA-BIO SERV PR, INC. PHARMA-BIO SERV PR, INC. RETIREMENT PLAN | DORADO PR | 52 | $4.8M | $61K |
