Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding AMERICAN FUNDS NEW WRLD - R5 in their Schedule of Assets, totaling $3.4M 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 | ENPRO INCORPORATED ENPRO INCORPORATED PROFIT SHARING AND 401(K) SAVINGS PLAN | ADDISON IL | 105 | $51.1M | $2.5M |
| 2 | VIRCO MFG. CORPORATION VIRCO MFG. CORPORATION 401K PLAN | TORRANCE CA | 758 | $63.8M | $280K |
| 3 | FITNESS FORMULA, LTD FITNESS FORMULA EMPLOYEE 401(K) PROFIT SHARING PLAN |
CHICAGO IL |
| 451 |
| $8.9M |
| $275K |
| 4 | ED STIVERS FORD, INC. ED STIVERS FORD, INC. 401(K) PLAN | WAUKEE IA | 134 | $6.0M | $210K |
| 5 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $44K |
| 6 | YOSHIDA FOODS INTERNATIONAL, LLC YOSHIDA FOODS INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN & TRU | PORTLAND OR | 68 | $3.6M | $18K |
| 7 | INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES CA | 589 | $8.4M | $15K |
| 8 | INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES CA | 589 | $8.4M | $15K |
| 9 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $12K |
| 10 | BIG BRAN BIG BRAN 401(K) RETIREMENT PLAN | CHARLOTTE NC | 538 | $1.2M | $9K |
