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 Fund Mutual fund n/a in their Schedule of Assets, totaling $1.7M 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 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $1.4M |
| 2 | K2 SOLUTIONS INC. K2 SOLUTIONS INC. 401(K) PLAN | SOUTHERN PINES NC | 351 | $4.5M | $168K |
| 3 | BLOCK 22, LLC BLOCK 22, LLC 401(K) PLAN |
BOISE ID |
| 171 |
| $5.4M |
| $73K |
| 4 | A. C. VROMAN, INC. A. C. VROMAN, INC. PROFIT SHARING PLAN | PASADENA CA | 92 | $1.6M | $11K |
