Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds New Economy Mutual Fund in their Schedule of Assets, totaling $5.8M 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 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $4.8M |
| 2 | DOMINION ENVIRONMENTAL GROUP, INC. DBA DOMINION DUE DILIGENCE GROUP DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN | MIDLOTHIAN VA | 132 | $12.3M | $667K |
| 3 | KROHMER PLUMBING KROHMER PLUMBING EMPLOYEE 401(K) PLAN |
MITCHELL SD |
| 114 |
| $9.0M |
| $373K |
