Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding The American Funds American Funds New World R6 - in their Schedule of Assets, totaling $2.6M 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 | WOMEN'S HEALTH MISSISSIPPI, LLC WOMEN'S HEALTH MISSISSIPPI, LLC 401(K) PLAN | FLOWOOD MS | 187 | $60.0M | $1.4M |
| 2 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN A | LANCASTER PA | 467 | $67.0M | $255K |
| 3 | HEPACO LLC HEPACO, LLC. 401(K) PLAN |
CHARLOTTE NC |
| 1,170 |
| $19.9M |
| $236K |
| 4 | ED STAUB & SONS PETROLEUM INC. ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN | KLAMATH FALLS OR | 366 | $31.5M | $221K |
| 5 | MAXLITE, INC. MAXLITE 401(K) PLAN | PINEBROOK NJ | 95 | $7.4M | $139K |
| 6 | SOUTH OXFORD MANAGEMENT LLC SOUTH OXFORD MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 433 | $19.3M | $90K |
| 7 | TATE ENGINEERING SYSTEMS, INC. TATE ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 151 | $11.5M | $49K |
| 8 | HEITECH SERVICES, INC. HEITECH SERVICES, INC. 401(K) PLAN | LANDOVER MD | 195 | $13.0M | $49K |
| 9 | LABOR FIRST, LLC LABOR FIRST, LLC 401(K) PLAN | MT. LAUREL NJ | 207 | $8.2M | $39K |
| 10 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $36K |
