Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New World Fund R5 Mutual fund in their Schedule of Assets, totaling $6.2M 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 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN | RICHARDSON TX | 1,503 | $187.2M | $3.8M |
| 2 | INTERNATIONAL FUND FOR ANIMAL WELFARE, INC. IFAW 401(K) PLAN | YARMOUTH PORT MA | 135 | $38.6M | $930K |
| 3 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN |
PISCATAWAY NJ |
| 623 |
| $123.9M |
| $834K |
| 4 | FUSS & ONEILL, INC. FUSS & O'NEILL PROFIT SHARING & EMPLOYEE SAVINGS PLAN | HARTFORD CT | 0 | $81.2M | $603K |
| 5 | WEST PAK AVOCADO, INC. WEST PAK AVOCADO, INC. PROFIT SHARING PLAN | MURRIETA CA | 151 | $13.2M | $11K |
