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 R5 American Funds 0 in their Schedule of Assets, totaling $4.1M 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 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $2.2M |
| 2 | MAXIM MANAGEMENT SERVICES, LLC MAXIM MANAGEMENT SERVICES LLC 401K PSP | CHEEKTOWAGA NY | 209 | $26.2M | $1.9M |
