Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The New Economy Fund in their Schedule of Assets, totaling $125K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAINSTREET BANK MAINSTREET BANK 401(K) PLAN | FAIRFAX VA | 205 | $22.5M | $69K |
| 2 | BEACH CITIES ORTHOPEDIC BEACH CITIES ORTHOPEDIC 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 119 | $2.9M | $52K |
| 3 | NULTON DIAGNOSTIC & TREATMENT CENTER, PC NULTON DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN |
JOHNSTOWN PA |
| 242 |
| $5.3M |
| $5K |