Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica American Funds New World Ret Acct in their Schedule of Assets, totaling $2.0M 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 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $1.6M |
| 2 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $323K |
| 3 | QUAD PLUS LLC QUAD PLUS LLC PROFIT SHARING PLAN |
NEW LENOX IL |
| 250 |
| $28.1M |
| $78K |
