Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The American Funds New World in their Schedule of Assets, totaling $522K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST CITIZENS NATIONAL BANK FIRST CITIZENS NATIONAL BANK 401(K) PLAN | DYERSBURG TN | 277 | $36.9M | $282K |
| 2 | THE PARK SCHOOL OF BALTIMORE, INC. THE PARK SCHOOL ANNUITY PLAN | BALTIMORE MD | 215 | $62.0M | $187K |
| 3 | SWAN PRODUCTS LLC SWAN PRODUCTS LLC 401(K) PLAN |
SANDY SPRINGS GA |
| 324 |
| $6.5M |
| $42K |
| 4 | DEVELEY USA DEVELEY USA 401(K) PLAN | DYERSBURG TN | 137 | $3.8M | $8K |
| 5 | RUSS' STEAMER SERVICE, LLC DBA RSS TRAILER REPAIR, LLC RSS TRAILER REPAIR 401(K) PLAN | TRAVERSE CITY MI | 213 | $3.6M | $2K |
