Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The American Funds Newworld R6 in their Schedule of Assets, totaling $4.0M 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 | DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE UT | 1,570 | $83.2M | $3.8M |
| 2 | HEALTHKEEPERZ, INC. HEALTHKEEPERZ, INC. 401(K) PLAN | PEMBROKE NC | 134 | $2.8M | $100K |
| 3 | GIBSON TECHNICAL SERVICES, INC. GTS PLATFORM 401(K) PLAN |
| 139 |
| $17.8M |
| $93K |
| 4 | HABBERSTAD MOTORSPORT, INC. HABBERSTAD MOTORSPORT, INC. 401(K) PROFIT SHARING PLAN | HUNTINGTON STATION NY | 195 | $11.9M | $2K |
