Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds New World R5 in their Schedule of Assets, totaling $2.2M 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 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $1.3M |
| 2 | COMMONWEALTH PRIMARY CARE, INC. COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 211 | $41.7M | $848K |
| 3 | SYNERTEX LLC SYNERTEX LLC RETIREMENT PLAN |
PURCELLVILLE VA |
| 211 |
| $7.6M |
| $15K |
