Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding The American Funds New World R6 Fund in their Schedule of Assets, totaling $5.4M 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 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,337 | $149.7M | $1.9M |
| 2 | NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 598 | $162.3M | $1.2M |
| 3 |
GRAND HAVEN MI |
| 182 |
| $14.6M |
| $555K |
| 4 | FRASER FRASER 403(B) RETIREMENT PLAN | OSCEOLA WI | 1,696 | $31.2M | $417K |
| 5 | NAGASE HOLDINGS AMERICA CORPORATION NAGASE RETIREMENT PLAN | NEW YORK NY | 216 | $41.6M | $301K |
| 6 | EJ USA, INC. EJ USA, INC. 401(K) SAVINGS PLAN | EAST JORDAN MI | 1,410 | $240.5M | $264K |
| 7 | MACKIN BOOK COMPANY MACKIN EDUCATIONAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN | BURNSVILLE MN | 544 | $18.0M | $254K |
| 8 | ACME CORRUGATED BOX CO., INC. ACME CORRUGATED BOX CO., INC. PROFIT SHARING AND 401(K) PLAN | HATBORO PA | 239 | $28.3M | $150K |
| 9 | G.A. RICHARDS COMPANY G.A. RICHARDS COMPANY EMPLOYEES' 401(K) PLAN | GRAND RAPIDS MI | 266 | $3.8M | $150K |
| 10 | THE NATIONAL GEOGRAPHIC SOCIETY THE NATIONAL GEOGRAPHIC SOCIETY 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 37 | $27.2M | $107K |
