Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The American Funds Am Funds New Economy R6 Fund in their Schedule of Assets, totaling $1.3M 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 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN | AKRON OH | 798 | $24.5M | $657K |
| 2 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $456K |
| 3 | R & O CONSTRUCTION R & O CONSTRUCTION PROFIT SHARING 401(K) PLAN |
OGDEN UT |
| 172 |
| $26.4M |
| $157K |
