Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding New World Fund-R5 Registered investment companies in their Schedule of Assets, totaling $151K 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 | COMFORT FLOW HEATING, CO. COMFORT FLOW HEATING, CO. 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 181 | $12.0M | $151K |
