Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American New World Fund R5 Registered Investment Company in their Schedule of Assets, totaling $170K 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 | VALLEY CITIES COUNSELING AND CONSULTATION VALLEY CITIES COUNSELING & CONSULTATION 403(B) PLAN | KENT WA | 594 | $15.8M | $170K |
