Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds New World R-5E American Funds 0 in their Schedule of Assets, totaling $1.1M 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 | THE RFA GROUP, INC. THE RFA GROUP RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 500 | $39.9M | $1.1M |
