Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds New Economy Fund - in their Schedule of Assets, totaling $27.1M 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 | HANSEL ENTERPRISES, INC. HANSEL DEALERSHIPS' GROUP SALARY SAVINGS PLAN | PETALUMA CA | 494 | $46.9M | $5.4M |
| 2 | OLIFF PLC OLIFF PLC PROFIT SHARING PLAN | ALEXANDRIA VA | 79 | $87.9M | $4.6M |
| 3 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN |
DETROIT MI |
| 1,547 |
| $335.3M |
| $4.5M |
| 4 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $3.3M |
| 5 | HUDSON TECHNOLOGIES COMPANY HUDSON TECHNOLOGIES 401(K) SAVINGS PLAN | WOODCLIFF LAKE NJ | 249 | $23.8M | $1.5M |
| 6 | HAYS FOOD TOWN INC HAYS FOOD TOWN, INC. 401(K) PLAN | BLYTHEVILLE AR | 318 | $9.8M | $1.1M |
| 7 | SHADY MAPLE FARM MARKET, INC. SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLAN | EAST EARL PA | 527 | $16.8M | $872K |
| 8 | HAYS FOOD TOWN, INC. HAYS FOOD TOWN, INC. 401(K) PLAN | BLYTHEVILLE AR | 298 | $7.2M | $803K |
| 9 | CHILD GUIDANCE & FAMILY SOLUTIONS CHILD GUIDANCE & FAMILY SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 117 | $9.0M | $767K |
| 10 | CUMBERLAND FAMILY MEDICAL CENTER CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN | BURKESVILLE KY | 972 | $59.7M | $705K |
