Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds The New Economy Fund-R5E in their Schedule of Assets, totaling $141K 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 | MISSOURI STAR QUILT COMPANY MISSOURI STAR QUILT COMPANY 401(K) PLAN | HAMILTON MO | 292 | $5.6M | $133K |
| 2 | ULE GROUP CORP. ULE GROUP CORP. 401(K) PROFIT SHARING PLAN | HAUPPAUGE NY | 102 | $3.0M | $8K |
