Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AF Europacific Growth R6 Mutual fund in their Schedule of Assets, totaling $3.5M 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 | YANCEY BROS. CO YANCEY BROS. EMPLOYEES' 401(K) PROFIT SHARING PLAN | AUSTELL GA | 2,186 | $231.8M | $1.3M |
| 2 | HCBECK, LTD. THE BECK GROUP RETIREMENT SAVINGS PLAN | DALLAS TX | 723 | $189.9M | $1.3M |
| 3 | VALCO CINCINNATI, INC. VALCO CINCINNATI, INC. 401(K) PROFIT SHARING PLAN |
CINCINNATI OH |
| 243 |
| $34.9M |
| $868K |
| 4 | CENTER FOR ORTHOPAEDICS AND SPINE, LLC CENTER FOR ORTHOPAEDICS AND SPINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST | LAKE CHARLES LA | 128 | $21.9M | $38K |