Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The American Funds New World Fund in their Schedule of Assets, totaling $551K 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 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 29 | $14.8M | $217K |
| 2 | WINDEMULLER ELECTRIC INC. WINDEMULLER ELECTRIC INC. RETIREMENT PLAN | WAYLAND MI | 231 | $23.9M | $202K |
| 3 | COLDER'S, INC. COLDER'S, INC. 401(K) PLAN |
WEST ALLIS WI |
| 133 |
| $9.5M |
| $131K |
