Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds New World Fund R5 in their Schedule of Assets, totaling $1.4M 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 | SEKISUI KYDEX, LLC SEKISUI KYDEX, LLC, ET AL RETIREMENT PLAN | BLOOMSBURG PA | 400 | $39.4M | $1.1M |
| 2 | LITEX INDUSTRIES, INC. LITEX INDUSTRIES, INC. 401(K) PLAN | GRAND PRARIE TX | 327 | $24.8M | $120K |
| 3 | FNBC OF LAGRANGE, INC. F.N.B.C. OF LAGRANGE, INC. EMPLOYEE SMART SAVINGS PLAN |
LAGRANGE IL |
| 78 |
| $17.8M |
| $95K |
| 4 | EPSILON C5I, INC. EPSILON C5I, INC. 401(K)RETIREMENT PLAN | SAN DIEGO CA | 253 | $26.7M | $70K |
| 5 | ACCOUNTING FULFILLMENT SERVICES, LLC. AFS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 242 | $7.1M | $17K |
