Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New Economy Fund Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $1.7M |
| 2 | BARRE BELT BARRE BELT 401(K) RETIREMENT PLAN & TRUST | BARRE VT | 137 | $9.8M | $634K |
| 3 | HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN |
IRVINE CA |
| 258 |
| $19.4M |
| $156K |
| 4 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. MONEY PURCHASE PENSION PLAN | MIDWEST CITY OK | 151 | $3.8M | $90K |
| 5 | CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 352 | $4.8M | $7K |
