Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds the New Economy Fund Mutual Fund in their Schedule of Assets, totaling $897K 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 | OUTDOOR DIMENSIONS, LLC OUTDOOR DIMENSIONS, LLC PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 130 | $10.6M | $391K |
| 2 | TRADITIONS OF AMERICA LP TRADITIONS OF AMERICA 401(K) RETIREMENT PLAN | BERWYN PA | 96 | $8.5M | $342K |
| 3 | ERIN ROJAS VETCOR 401(K) PLAN |
NORWELL MA |
| 8,200 |
| $156.6M |
| $135K |
| 4 | MORAVIAN VILLAGE OF BETHLEHEM MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN | BETHLEHEM PA | 104 | $1.2M | $15K |
| 5 | EDGEWOOD MANOR OF WELLSTON SHERMAN GROUP RETIREMENT PLAN | WELLSTON OH | 534 | $1.6M | $15K |
