Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New World R5 Registered investment company in their Schedule of Assets, totaling $3.2M 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 | SCAN GROUP SCAN GROUP 401(K) PLAN | LONG BEACH CA | 2,121 | $201.2M | $2.6M |
| 2 | JELLY BELLY CANDY COMPANY JELLY BELLY CANDY COMPANY 401(K) AND PROFIT SHARING PLAN | FAIRFIELD CA | 410 | $48.1M | $653K |
