Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds New Economy R6 in their Schedule of Assets, totaling $1.5M 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 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 0 | $0 | $1.3M |
| 2 | TOLEDO TOOL & DIE CO., INC. TOLEDO TOOL & DIE CO., INC. 401(K) PROFIT SHARING PLAN & TRUST | TOLEDO OH | 414 | $7.8M | $211K |
| 3 | PDQ ENTERPRISES, INC. |
SANTA FE SPRINGS CA |
| 247 |
| $14.3M |
| $2K |
