Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AFS Europacific Growth in their Schedule of Assets, totaling $2.6M 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 | NORTHLAND ELECTRICAL SERVICES, LLC NORTHLAND ELECTRICAL SERVICES 401(K) RETIREMENT PLAN | NEW LONDON WI | 148 | $10.5M | $851K |
| 2 | GOWAN CONSTRUCTION, INC. GOWAN CONSTRUCTION, INC. RETIREMENT PLAN | OSLO MN | 159 | $16.8M | $545K |
| 3 | BEMOBILE, INC. BEMOBILE, INC. 401(K) PLAN |
GRAND FORKS ND |
| 309 |
| $7.2M |
| $537K |
| 4 | THE BMS ENTERPRISES, LLC THE BMS ENTERPRISES 401(K) PLAN | HALTOM CITY TX | 1,030 | $22.1M | $420K |
| 5 | BOARD OF TRUSTEES OF PRODUCTION SHEET METAL WORKERS LOCAL 10 RETIRE PRODUCTION SHEET METAL WORKERS' LOCAL 10 RETIREMENT PLAN | ST. PAUL MN | 331 | $33.5M | $106K |
| 6 | GRD 2033, INC. DREWING AUTOMOTIVE JC EMPLOYEE 401(K) PLAN | JEFFERSON CITY MO | 129 | $6.2M | $102K |
| 7 | WBL AUTO COMPANY APPLE FORD WHITE BEAR LAKE 401(K) PLAN | WHITE BEAR LAKE MN | 158 | $1.5M | $32K |