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 R4 American Funds 0 in their Schedule of Assets, totaling $1.6M 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 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $864K |
| 2 | HUNGRY HOWIE'S DISTRIBUTING, INC. HUNGRY HOWIE'S DISTRIBUTING, INC 401(K) PROFIT SHARING PLAN & TRUST | MADISON HEIGHTS MI | 196 | $12.4M | $540K |
| 3 | RADIUS GLOBAL MARKETING RESEARCH LLC |
NEW YORK NY |
| 215 |
| $21.5M |
| $176K |