Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds New World R5 American Funds 0 in their Schedule of Assets, totaling $3.0M 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 | SCOTT INDUSTRIAL SYSTEMS, INC. SCOTT INDUSTRIAL SYSTEMS INC PROFIT SHARING 401 (K) PLAN | DAYTON OH | 149 | $23.5M | $729K |
| 2 | FUNERAL DIRECTORS LIFE INSURANCE COMPANY DIRECTORS INVESTMENT GROUP INC. 401(K) PLAN | ABILENE TX | 424 | $34.6M | $717K |
| 3 | DIVERGENT TECHNOLOGIES, INC. |
TORRANCE CA |
| 456 |
| $8.5M |
| $522K |
| 4 | MOODY INSURANCE AGENCY, INC. MOODY INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | DENVER CO | 130 | $18.6M | $399K |
| 5 | DS GRAPHICS, INC. DS GRAPHICS EMPLOYEE SAVINGS 401(K) PLAN | LOWELL MA | 250 | $30.4M | $257K |
| 6 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $183K |
| 7 | DALBERG GLOBAL DEVELOPMENT ADVISORS DALBERG GLOBAL DEVELOPMENT ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 80 | $13.7M | $104K |
| 8 | INTEGRATIVE PHYSICAL MED SERVICES & STAFFING INTEGRATIVE PHYSICAL MED & STAFFING 401K | MAITLAND FL | 301 | $1.4M | $102K |
