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 R6 Fund Mutual fund 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 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $3.9M |
| 2 | MCC, INC. MCC, INC. 401(K) SALARY REDUCTION PLAN | GREENFIELD MN | 102 | $8.2M | $169K |
