Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Capital Group Companies New World Fund, Class R6 in their Schedule of Assets, totaling $3.8M 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 | G.O. CARLSON, INC. G.O. CARLSON, INC. SALARIED EMPLOYEES PENSION PLAN | OIL CITY PA | 144 | $33.4M | $2.2M |
| 2 | G.O. CARLSON, INC. G.O. CARLSON, INC. HOURLY EMPLOYEES' PENSION PLAN FOR REPRESENTED EMPLOYEES | OIL CITY PA | 129 | $24.0M | $1.6M |
