Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds New Economy R4 Mutual fund in their Schedule of Assets, totaling $4.6M 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 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $2.7M |
| 2 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $1.5M |
| 3 | NEFCO HOLDING COMPANY LLC NEFCO HOLDING COMPANY LLC 401(K) PROFIT SHARING PLAN |
EAST HARTFORD CT |
| 1,102 |
| $34.2M |
| $191K |
| 4 | WEAVER INVESTMENT COMPANY WEAVER INVESTMENT COMPANY 401(K) MASTER TRUST | GREENSBORO NC | — | $6.5M | $160K |
| 5 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $99K |
| 6 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS SECTION 401(K) PLAN | NEW HAVEN CT | 71 | $20.2M | $7K |
