Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 127 retirement plans report an interest in this investment, totaling $444.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: American Funds Europacific Growth R, American Funds Europacific Growth, American Fund Europacific Growth, American Europacific Growth Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $378.5M |
| 2 | VANASSE HANGEN BRUSTLIN, INC. VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN | WATERTOWN MA | 2,079 | $464.0M | $13.5M |
| 3 | MARTINREA INDUSTRIES, INC. MARTINREA INDUSTRIES, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | AUBURN HILLS MI | 2,998 | $121.5M | $7.6M |
| 4 | STS OPERATING, INC. SUNSOURCE SAVINGS AND INVESTMENT PLAN | ADDISON IL | 1,124 | $167.5M | $5.9M |
| 5 | BAKER COLLEGE PROFESSIONAL SERVICES, INC. BAKER COLLEGE EMPLOYEES' PENSION TRUST | OWOSSO MI | 414 | $83.9M | $4.0M |
| 6 | PLUMBERS AND PIPEFITTERS LOCAL NO 104 PLUMBERS AND PIPEFITTERS LOCAL NO. 104 ANNUITY FUND | HOLYOKE MA | 334 | $84.2M | $3.0M |
| 7 | PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLAN | COLUMBIA MD | 4,352 | $391.7M | $2.8M |
| 8 | ROQUETTE AMERICA, INC. ROQUETTE AMERICA, INC. RETIREMENT SYSTEM | KEOKUK IA | 449 | $140.2M | $2.7M |
| 9 | FOLEY, INCORPORATED FOLEY, INCORPORATED 401(K) PLAN | PISCATAWAY NJ | 623 | $123.9M | $2.5M |
| 10 | THOMAS & HUTTON ENGINEERING CO. THOMAS & HUTTON ENGINEERING CO. RETIREMENT PLAN | SAVANNAH GA | 476 | $116.8M | $1.4M |
