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 R6 in their Schedule of Assets, totaling $1.2M 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 | WOLVERINE BUILDING GROUP, INC. WOLVERINE BUILDING GROUP, INC. SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 198 | $19.2M | $341K |
| 2 | MINNEAPOLIS HEART INSTITUTE FOUNDATION MINNEAPOLIS HEART INSTITUTE FOUNDATION | MINNEAPOLIS MN | 90 | $13.2M | $307K |
| 3 | TRANSWORLD SYSTEMS INC. |
LAKE FOREST IL |
| 4,872 |
| $101.4M |
| $244K |
| 4 | AARETE, LLC AARETE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 304 | $18.5M | $228K |
| 5 | OUTCOMES ONE, INC OUTCOMES 401(K) PROFIT SHARING PLAN | ORLANDO FL | 705 | $39.8M | $96K |
