Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds New Economy R6 in their Schedule of Assets, totaling $10.3M 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 | SHOE SHOW, INC. SHOE SHOW RETIREMENT SAVINGS PLAN | CONCORD NC | 3,155 | $49.4M | $6.1M |
| 2 | CENTRAL SPECIALTIES, INC. CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 407 | $54.9M | $2.2M |
| 3 | ACADEMY OF NUTRITION AND DIETETICS ACADEMY OF NUTRITION AND DIETETICS RETIREMENT PLAN |
CHICAGO IL |
| 130 |
| $28.6M |
| $766K |
| 4 | SSA GROUP, LLC SSA GROUP, LLC 401(K) PLAN | DENVER CO | 1,554 | $20.5M | $522K |
| 5 | GLOBAL GAMING RP, LLC GLOBAL GAMING RP, LLC 401K PLAN | OKLAHOMA CITY OK | 227 | $11.0M | $255K |
| 6 | COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO COOPERATIVA DE SEGUROS DE VIDA DE PUERTO RICO 1081.01D SALARY DEFERRAL RETIREMENT PLAN | SAN JUAN PR | 294 | $7.7M | $250K |
| 7 | TDC OPCO, LLC DBA THE DELTA COMPANIES THE DELTA COMPANIES 401K PLAN | COPPELL TX | 286 | $11.6M | $90K |
| 8 | GLOBAL GAMING LSP, LLC DBA LONE STAR PARK AT GRAND PRAIRIE GLOBAL GAMING LSP, LLC 401(K) PLAN | GRAND PRAIRIE TX | 132 | $4.6M | $67K |
| 9 | CERSOSIMO LUMBER CO., INC. THE CERSOSIMO COMPANIES 401(K) SAVINGS & INVESTMENT PLAN | BRATTLEBORO VT | 214 | $19.9M | $59K |
| 10 | ESCAPE LODGING, LLC ESCAPE LODGING, LLC 401(K) PLAN | CANNON BEACH OR | 283 | $3.7M | $13K |
