Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Transamerica Financial Life Insurance Company American Funds New World Ret Acct in their Schedule of Assets, totaling $986K 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 | FERREIRA CONSTRUCTION CO., INC. FERREIRA CONSTRUCTION CO., INC. 401(K) AND PROFIT SHARING PLAN | BRANCHBURG NJ | 594 | $38.6M | $353K |
| 2 | BROWN'S OF BELLPORT, INC. BROWN'S OF BELLPORT 401(K) PLAN | PATCHOGUE NY | 71 | $7.2M | $353K |
| 3 | MONTANA HEALTH NETWORK MONTANA HEALTH NETWORK 401(K) PLAN |
MILES CITY MT |
| 1,143 |
| $53.2M |
| $171K |
| 4 | PROVEN PARTNERS MANUFACTURING PROVEN PARTNERS MANUFACTURING RETIREMENT SAVINGS PLAN | ELGIN IL | 47 | $2.7M | $91K |
| 5 | THE SHIELD COMPANIES, LLC THE SHIELD CO 401(K) | GILBERT AZ | 1,659 | $1.7M | $18K |
