Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding The American Funds American Funds Newworld R6 in their Schedule of Assets, totaling $39.8M 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 | LOCKTON, INC. LOCKTON, INC. 401(K) PLAN | KANSAS CITY MO | 7,058 | $1.4B | $19.9M |
| 2 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $3.6M |
| 3 | STG INTERNATIONAL, INC. STG INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN |
ARLINGTON VA |
| 944 |
| $61.6M |
| $2.5M |
| 4 | ORGAN PROCUREMENT AGENCY OF MICHIGAN, DBA GIFT OF LIFE MICHIGAN GIFT OF LIFE MICHIGAN 403(B) PLAN | ANN ARBOR MI | 389 | $53.9M | $2.2M |
| 5 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $1.7M |
| 6 | GRUPO ANTOLIN NORTH AMERICA, INC. ANTOLIN 401(K) PLAN | AUBURN HILLS MI | 2,070 | $151.3M | $1.4M |
| 7 | MODERN TECHNOLOGY SOLUTIONS INC MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN | ALEXANDRIA VA | 2,134 | $402.2M | $1.3M |
| 8 | STRATUS MIDCO, INC. CONTEGIX 401(K) PLAN | SAINT LOUIS MO | 87 | $9.5M | $898K |
| 9 | OSBORN & BARR COMMUNICATIONS, INC. OSBORN & BARR COMMUNICATIONS EMPLOYEE SAVINGS PLAN | CREVE COEUR MO | 47 | $12.6M | $676K |
| 10 | KAPSCH TRAFFICCOM USA, INC. KAPSCH TRAFFICCOM 401(K) PLAN | DULUTH GA | 615 | $84.8M | $628K |
