Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New World R5 in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EASY AUTO, INC. EASY AUTO 401(K) PLAN | CLEVELAND TN | 143 | $12.4M | $2.8M |
| 2 | KENDALL PACKAGING CORPORATION KENDALL PACKAGING CORPORATION 401(K) PLAN | MEQUON WI | 166 | $21.3M | $759K |
| 3 | FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI |
COLUMBUS OH |
| 172 |
| $11.8M |
| $287K |
| 4 | FOSTER CORPORATION FOSTER CORPORATION 401(K) PLAN | PUTNAM CT | 224 | $20.2M | $36K |
