Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments in registered investment companies - continued * American Funds New Economy Fund Growth fund # in their Schedule of Assets, totaling $109K 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 | JEFF SCHMITT AUTO GROUP, INC. JEFF SCHMITT AUTO GROUP, INC. 401K PLAN | FAIRBORN OH | 308 | $8.5M | $109K |
