Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds New Economy R5 in their Schedule of Assets, totaling $2.6M 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 | PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN | PALM BEACH FL | 216 | $36.2M | $2.1M |
| 2 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $242K |
| 3 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST |
SACRAMENTO CA |
| 134 |
| $24.2M |
| $174K |
| 4 | ARIZONA CHRISTIAN UNIVERSITY 403B PLAN ARIZONA CHRISTIAN UNIVERSITY 403B PLAN | GLENDALE AZ | 118 | $7.4M | $100K |
| 5 | KOREAN COMMUNITY SERVICES INC. KOREAN COMMUNITY SERVICES INC 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 185 | $4.2M | $75K |
