Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds New Economy Fund R3 Mutual fund in their Schedule of Assets, totaling $1.0M 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 | AMATROL, INC. AMATROL. INC. 401(K) PLAN | JEFFERSONVILLE IN | 136 | $18.2M | $938K |
| 2 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $68K |
