Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding The American Funds American Funds New World Fund in their Schedule of Assets, totaling $9.0M 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 | WORLEY GROUP INC. WORLEY GROUP INC. 401(K) PLAN | HOUSTON TX | 5,779 | $1.4B | $7.9M |
| 2 | MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. MEGA INTERNATIONAL COMMERCIAL BANK CO., LTD. 401(K) RETIREMENT PLAN | NEW YORK NY | 156 | $29.0M | $369K |
| 3 | UNITED WAY OF GREATER HOUSTON |
HOUSTON TX |
| 203 |
| $28.9M |
| $283K |
| 4 | GALASSO'S BAKERY GALASSO'S BAKERY 401(K) PROFIT SHARING PLAN | MIRA LOMA CA | 207 | $12.0M | $156K |
| 5 | MAPAL INC. MAPAL INC. OFFICE 401(K) PLAN | PORT HURON MI | 119 | $17.0M | $123K |
| 6 | DEER OAKS MENTAL HEALTH ASSOCIATES, PC AND AFFILIATED ENTITIES DOMHA 401(K) PLAN | SAN ANTONIO TX | 509 | $8.0M | $64K |
| 7 | REACH COMMUNITY DEVELOPMENT, INC. REACH COMMUNITY DEVELOPMENT, INC. 401(K) PLAN | PORTLAND OR | 110 | $4.1M | $25K |
| 8 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN B | LANCASTER PA | 411 | $13.5M | $10K |
| 9 | DIPIETRO HOME ENERGY SOLUTIONS, INC. DBA REVISE ENERGY REVISE ENERGY 401(K) PLAN | HAVERHILL MA | 130 | $2.1M | $3K |
