Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds New World Fund-R5 in their Schedule of Assets, totaling $6.0M 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 | BD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 292 ANNUITY FUND SHEET METAL WORKERS LOCAL UNION NO. 292 ANNUITY FUND | TROY MI | 582 | $37.4M | $2.0M |
| 2 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 131 | $51.8M | $1.9M |
| 3 | DYNATA, LLC |
SHELTON CT |
| 4,474 |
| $114.1M |
| $770K |
| 4 | ATLANTIC MEDICAL MANAGEMENT, LLC ATLANTIC MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 307 | $14.5M | $341K |
| 5 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PINEY FLATS TN | 128 | $4.4M | $234K |
| 6 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $219K |
| 7 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $204K |
| 8 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $153K |
| 9 | SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 86 | $21.3M | $72K |
| 10 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $48K |
