Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds New World R2E in their Schedule of Assets, totaling $1.9M 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 | SEMINOLE TRIBE OF FLORIDA SEMINOLE INDIAN CASINO 401(K) PLAN | DAVIE FL | 12,764 | $395.8M | $1.3M |
| 2 | SEMINOLE TRIBE OF FLORIDA SEMINOLE TRIBE OF FLORIDA 401(K) PLAN | HOLLYWOOD FL | 2,352 | $202.7M | $525K |
| 3 | FLEXASEAL ENGINEERED SEALS AND SYSTEMS, LLC 401(K) PROFIT SHARING PLAN |
WILLISTON VT |
| 180 |
| $12.5M |
| $105K |
| 4 | ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN HARD ROCK SACRAMENTO RETIREMENT PLAN | WHEATLAND CA | 1,043 | $19.2M | $14K |
