Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding The American Funds American Funds New world R6 Fund in their Schedule of Assets, totaling $6.5M 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 | HYPERTHERM, INC. HYPERTHERM, INC. RETIREMENT SAVINGS PLAN | HANOVER NH | 1,533 | $297.5M | $3.2M |
| 2 | FCI CONSTRUCTORS, INC. FCI CONSTRUCTORS, INC. PROFIT SHARING PLAN | GRAND JUNCTION CO | 432 | $82.2M | $800K |
| 3 | LAFAYETTE GROUP INC. LAFAYETTE GROUP INC. 401(K) PLAN |
ARLINGTON VA |
| 248 |
| $14.3M |
| $716K |
| 4 | HYPERTHERM, INC. HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN | HANOVER NH | 1,450 | $1.1B | $649K |
| 5 | SANKYO HOLDINGS, INC. SANKYO HOLDINGS, INC. 401(K)PLAN | EL SEGUNDO CA | 250 | $61.5M | $329K |
| 6 | PARKWAY CORPORATION PARKWAY CORPORATION RETIREMENT PLAN | PHILADELPHIA PA | 269 | $30.6M | $269K |
| 7 | THE COUNTRY CLUB OF VIRGINIA THE COUNTRY CLUB OF VIRGINIA, INC. 401(K) RETIREMENT PLAN | RICHMOND VA | 323 | $29.0M | $194K |
| 8 | METAL FLOW CORPORATION METAL FLOW CORPORATION PROFIT SHARING AND SAVINGS PLAN | HOLLAND MI | 198 | $28.0M | $114K |
| 9 | NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION NORTH AMERICAN ELECTRIC RELIABILITY CORPORATION SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 248 | $91.4M | $106K |
| 10 | M&M AUTOMOTIVE, INC. TEAM KARL MALONE 401(K) PLAN | DRAPER UT | 623 | $23.7M | $63K |