New Economy Assets - Phase 1 Sponsor LLC NEW ECONOMY ASSETS - PHASE 1 S USRE 2021 1 B1 144A

New Economy Assets - Phase 1 Sponsor LLC NEW ECONOMY ASSETS - PHASE 1 S USRE 2021 1 B1 144A is a security (CUSIP 643821AB7) tracked across SEC portfolio filings. 13 registered fund positions totaling $32.7M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Bond FundJohn Hancock Sovereign Bond Fund$9.8M3.71%
Short Duration Inflation Protection Bond FundAmerican Century Investment Trust$4.5M38.23%
American Funds Strategic Bond FundAmerican Funds Strategic Bond Fund$3.9M1.83%
American Funds Multi-Sector Income FundAmerican Funds Multi-Sector Income Fund$3.5M1.66%
Bond Fund of AmericaBond Fund of America$3.3M0.34%
American Balanced FundAmerican Balanced Fund$2.6M0.10%
Allspring Core Plus Bond FundALLSPRING FUNDS TRUST$2.3M2.08%
Core Fixed Income FundMORGAN STANLEY PATHWAY FUNDS$680K3.72%
ICON EQUITY INCOME FUNDSCM Trust$629K145.32%
ALLSPRING MULTI-SECTOR INCOME FUNDALLSPRING MULTI-SECTOR INCOME FUND$595K21.54%
NYLI MacKay Core Plus Bond ETFNew York Life Investments Active ETF Trust$515K16.74%
Transamerica Janus Balanced VPTRANSAMERICA SERIES TRUST$222K2.90%
John Hancock Income Securities TrustJohn Hancock Income Securities Trust$83K5.86%

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