Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds New Economy R6 Fund in their Schedule of Assets, totaling $1.6M 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 | HARBOR GROUP INCORPORATED HARBOR GROUP INCORPORATED PROFIT SHARING 401(K) PLAN | MUSKEGON MI | 225 | $31.9M | $1.5M |
| 2 | TRADITIONS HEALTH, LLC TRADITIONS HEALTH, LLC 401(K) PLAN | FRANKLIN TN | 2,199 | $31.0M | $74K |
