Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AF NEW WORLD FUND R5E in their Schedule of Assets, totaling $738K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN ASSETS TRUST, LP AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 219 | $27.2M | $285K |
| 2 | SILVER CINEMAS ACQUISITION CO. SILVER CINEMAS ACQUISITION CO. 401(K) RETIREMENT PLAN | WEST HOLLYWOOD CA | 434 | $10.7M | $154K |
| 3 | KENNETH COLE PRODUCTIONS, INC. |
NEW YORK NY |
| 42 |
| $34.0M |
| $105K |
| 4 | CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN | ELMIRA HEIGHTS NY | 113 | $11.2M | $97K |
| 5 | S.L. HUSAIN HAMZAVI, M.D. PC S.L. HUSAIN HAMZAVI, M.D. P.C. PROFIT SHARING PLAN | CLINTON TOWNSHIP MI | 185 | $12.5M | $53K |
| 6 | HIRSHLEIFERS, INC. HIRSHLEIFERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MANHASSET NY | 124 | $12.2M | $43K |
