Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AF Europac Growth R5 Mutual Fund in their Schedule of Assets, totaling $726K 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 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $255K |
| 2 | ALL.HEALTH, INC. ALL.HEALTH, INC. 401K PLAN | SAN FRANCISCO CA | 38 | $8.0M | $200K |
| 3 | DAVIDSON COLLEGE DAVIDSON COLLEGE RETIREMENT PLAN |
DAVIDSON NC |
| 422 |
| $205.2M |
| $200K |
| 4 | INDUSTRIAL DYNAMICS CO. LTD FILTEC 401(K) PLAN | TORRANCE CA | 82 | $14.2M | $71K |
