Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New World Fund® Class R-5 " in their Schedule of Assets, totaling $2.8M 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 | ROGERS GROUP, INC. ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 3,037 | $205.9M | $2.1M |
| 2 | SPRI LTD. SPRI LTD. 401(K) PLAN | CHICAGO IL | 154 | $35.5M | $279K |
| 3 | EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE MOBILITY BONE & JOINT INSTITUTE 401(K) PLAN |
SALEM NH |
| 94 |
| $15.5M |
| $210K |
| 4 | NAYLOR, L.L.C. NAYLOR, LLC RETIREMENT SAVINGS PLAN | GAINESVILLE FL | 232 | $21.8M | $102K |
| 5 | OFFICEWORKS, INC. OFFICE WORKS, INC. 401(K) PLAN | BURLINGTON MA | 163 | $17.7M | $70K |
| 6 | SUPERHEAT FGH SERVICES, INC. SUPERHEAT FGH RETIREMENT READINESS PLAN | NEW LENOX IL | 345 | $8.2M | $45K |
