Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $15.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds Europacific GR RET A, American Funds Europacific GR RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HELPSIDE INC. HELPSIDE INC. 401(K) PLAN | LINDON UT | 9,010 | $233.9M | $5.7M |
| 2 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $2.7M |
| 3 | CENTRIC CONSTRUCTION, INC. CENTRIC 401(K) PLAN | BRISBANE CA | 102 | $16.4M | $1.3M |
| 4 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,046 | $22.3M | $1.1M |
| 5 | PATRIOT HEALTH PARTNERS INC. PATRIOT HEALTH PARTNERS INC. MUTLIPLE EMPLOYER PLAN | MANCHESTER NH | 350 | $32.0M | $910K |
| 6 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $613K |
| 7 | APERION CARE, INC. APERION CARE 401(K) & PROFIT SHARING PLAN | LINCOLNWOOD IL | 4,396 | $13.8M | $389K |
| 8 | MAUER CHEVROLET MAUER CHEVROLET 401(K) PROFIT SHARING PLAN AND TRUST | INVER GROVE HEIGHTS MN | 150 | $6.2M | $350K |
| 9 | CVR ASSOCIATES, INC. CVR ASSOCIATES 401(K) PLAN | TAMPA FL | 269 | $8.6M | $329K |
| 10 | BUILDERS EXCHANGE OF THE SOUTHERN TIER, INC. CONSTRUCTION INDUSTRY 401K PLAN | FALCONER NY | 136 | $12.4M | $251K |
