Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds New Economy - in their Schedule of Assets, totaling $3.4M 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 | ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION 401(K) RETIREMENT PLAN AND TRUST | URBANA IL | 158 | $30.0M | $2.5M |
| 2 | ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS MT | 97 | $30.1M | $461K |
| 3 | LARADON HALL SOCIETY FOR EXCEPTIONAL CHILDREN AND ADULTS DBA LARADON |
DENVER CO |
| 203 |
| $7.1M |
| $226K |
| 4 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $195K |
