Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AF EuroPacific Growth Fund R4 Mutual fund in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY SCHOOL OF MILWAUKEE UNIVERSITY SCHOOL OF MILWAUKEE DEFINED CONTRIBUTION RETIREMENT PLAN | MILWAUKEE WI | 234 | $85.4M | $1.5M |
| 2 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $598K |
| 3 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN |
WASHINGTON DEPOT CT |
| 100 |
| $19.9M |
| $262K |
| 4 | AMATO'S SANDWICH SHOPS, INC. AMATO'S PROFIT SHARING PLAN | PORTLAND ME | 113 | $2.7M | $262K |
| 5 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $185K |
| 6 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $152K |
| 7 | DUNN SCHOOL DUNN SCHOOL DC RETIREMENT PLAN | LOS OLIVOS CA | 64 | $17.0M | $68K |
