Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds New Economy R6 in their Schedule of Assets, totaling $7.2M 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 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $4.2M |
| 2 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 0 | $0 | $1.3M |
| 3 | SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC. |
GLEN ALLEN VA |
| 611 |
| $90.2M |
| $1.3M |
| 4 | STORAGE ASSET MANAGEMENT, LLC STORAGE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | YORK PA | 664 | $7.4M | $205K |
| 5 | MORRIS PACKAGING MINNESOTA, LLC MORRIS PACKAGING MINNESOTA, LLC 401(K) PLAN | PLYMOUTH MN | 121 | $2.6M | $60K |
| 6 | BCCI CONSTRUCTION, LLC BCCI 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 130 | $26.1M | $30K |
| 7 | FOUNDANT TECHNOLOGIES FOUNDANT TECHNOLOGIES 401(K) PLAN | BOZEMAN MT | 159 | $10.3M | $28K |
| 8 | PDQ ENTERPRISES, INC. PDQ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 247 | $14.3M | $2K |
