Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New World R5 Mutual Fund - in their Schedule of Assets, totaling $10.8M 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 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $5.4M |
| 2 | INTERNATIONAL DATA GROUP, INC. INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN | NEEDHAM MA | 932 | $432.3M | $5.1M |
| 3 | BRIXEY & MEYER, INC. |
MIAMISBURG OH |
| 117 |
| $16.9M |
| $170K |
| 4 | MORRISON MAHONEY LLP MORRISON MAHONEY LLP PROFIT SHARING - 401(K) PLAN | BOSTON MA | 228 | $92.8M | $53K |
| 5 | MORRISON MAHONEY LLP MORRISON MAHONEY LLP ASSOCIATE 401(K) PLAN | BOSTON MA | 163 | $29.7M | $51K |
| 6 | NLP ENTERPRISES INC. NLP ENTERPRISES INC. DAVIS-BACON PENSION PLAN AND TRUST | OWINGS MILLS MD | 104 | $8.5M | $22K |
