Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 74 retirement plans report an interest in this investment, totaling $6.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds Eupac Fund, American Funds Eupac. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DRB ENTERPRISES, LLC DRB ENTERPRISES, LLC 401K RETIREMENT PLAN | ROCKVILLE MD | 839 | $49.7M | $830K |
| 2 | SIXTEENTH STREET COMMUNITY HEALTH CENTER, INC. SIXTEENTH STREET COMMUNITY HEALTH CENTER, INC. RETIREMENT PLAN | MILWAUKEE WI | 518 | $34.0M | $591K |
| 3 | MERRYMAN-FARR, LLC MERRYMAN-FARR, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 173 | $11.1M | $291K |
| 4 | CROWES MANAGEMENT COMPANY CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LEESBURG GA | 496 | $25.7M | $272K |
| 5 | SYSTEM SOFT TECHNOLOGIES, LLC SYSTEM SOFT TECHNOLOGIES, LLC 401(K) PLAN | TAMPA FL | 441 | $11.1M | $268K |
| 6 | BEYOND FINANCE, LLC BEYOND FINANCE, LLC 401(K) PLAN | CHICAGO IL | 2,366 | $39.7M | $242K |
| 7 | AFFILIATED PATHOLOGISTS MEDICAL GROUP, INC. AFFILIATED PATHOLOGISTS MEDICAL GROUP 401(K) PLAN | RANCHO DOMINGUEZ CA | 91 | — | $242K |
| 8 | NORTHERN STAR INDUSTRIES, INC. NORTHERN STAR INDUSTRIES, INC. 401K PROFIT SHARING PLAN | IRON MOUNTAIN MI | 268 | $0 | $231K |
| 9 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $225K |
| 10 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $214K |
