Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds New World R5e in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SULLIVAN INVESTMENT CO., INC. SULLIVAN COMPANIES RETIREMENT TRUST | NORWELL MA | 1,331 | $102.9M | $891K |
| 2 | AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT NY | 164 | $23.6M | $543K |
| 3 | MILLER ZELL INC. MILLER ZELL INC. 401(K) RETIREMENT PLAN |
ATLANTA GA |
| 298 |
| $51.1M |
| $339K |
| 4 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $321K |
| 5 | CERIUM NETWORKS, INC CERIUM NETWORKS 401(K) PLAN | SPOKANE WA | 136 | $21.1M | $281K |
| 6 | PARR INSTRUMENT COMPANY PARR INSTRUMENT COMPANY 401(K) PLAN | MOLINE IL | 95 | $31.2M | $131K |
| 7 | THE ROYAL BANKS OF MISSOURI ROYAL BANKS OF MISSOURI 401(K) PLAN | UNIVERSITY CITY MO | 128 | $9.4M | $91K |
| 8 | CUNNINGHAM CHILDRENS HOME CUNNINGHAM CHILDRENS HOME RETIREMENT PLAN | URBANA IL | 339 | $17.5M | $84K |
| 9 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $73K |
| 10 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN | MYRTLE BEACH SC | 146 | $13.4M | $2K |
