Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds The New Economy Fund " in their Schedule of Assets, totaling $34.9M 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 | ATMOS ENERGY CORPORATION ATMOS ENERGY CORPORATION RETIREMENT SAVINGS PLAN AND TRUST | DALLAS TX | 5,287 | $1.1B | $23.9M |
| 2 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $7.9M |
| 3 | ANTON PAAR USA, INC. ANTON PAAR USA, INC. PROFIT SHARING PLAN |
ASHLAND VA |
| 275 |
| $25.4M |
| $1.1M |
| 4 | QUALITY FOODS CORPORATION KUHN'S MARKET QUALITY FOODS CORPORATION EMPLOYEE PROFIT SHARING PLAN | PITTSBURGH PA | 396 | $10.3M | $880K |
| 5 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $519K |
| 6 | WHOLESALE EQUIPMENT OF FRESNO, INC. WHOLESALE EQUIPMENT OF FRESNO, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 117 | $3.9M | $256K |
| 7 | CRANBROOK PARTNER, INC. BEVERLY HILLS PORSCHE AND SANTA MONICA AUDI 401(K) PLAN | LOS ANGELES CA | 270 | $10.2M | $188K |
| 8 | NATURAL ENERGY ENGINEERING SERVICES, PLLC NATURAL ENERGY SERVICES RETIREMENT READINESS PLAN | LEXINGTON KY | 176 | $3.0M | $65K |
| 9 | STT, INC. DBA STT SECURITY SERVICES STT, INC. EMPLOYEES 401(K) SAVINGS PLAN | MT. PLEASANT MI | 145 | $1.3M | $46K |
