Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds New Economy R6 Mutual fund in their Schedule of Assets, totaling $8.1M 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 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $3.0M |
| 2 | GLY CONSTRUCTION, INC. GLY CONSTRUCTION, INC. 401(K) PLAN | BELLEVUE WA | 183 | $104.1M | $2.7M |
| 3 | THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION RETIREMENT PLAN |
SAN FRANCISCO CA |
| 76 |
| $40.3M |
| $684K |
| 4 | CHINATOWN COMMUNITY DEVELOPMENT CENTER CHINATOWN CDC 403(B) PLAN | SAN FRANCISCO CA | 257 | $18.2M | $537K |
| 5 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $418K |
| 6 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA HEALTH CENTER PARTNERS 403(B) PLAN | SAN DIEGO CA | 133 | $13.8M | $349K |
| 7 | SOUTHERN CALIFORNIA INSTITUTE OF ARCHITECTURE SCI-ARC RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 98 | $21.1M | $152K |
| 8 | SURPLUS LINE ASSOCIATION OF CALIFORNIA SURPLUS LINE ASSOCIATION SAVINGS PLAN | SAN RAMON CA | 177 | $19.2M | $114K |
| 9 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $38K |
| 10 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $21K |
