Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Am Fds EuroPacific Grth R4 Fd in their Schedule of Assets, totaling $14.2M 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 | AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION (ASHA) ASHA 401(K) PLAN | ROCKVILLE MD | 317 | $81.2M | $5.0M |
| 2 | BGDC DISTRIBUTION LLC BGDC DISTRIBUTION LLC 401(K) PLAN | FOREST PARK GA | 320 | $18.8M | $4.5M |
| 3 | CPC INTEGRATED HEALTH, INC. 403(B) THRIFT PLAN FOR CPC INTEGRATED HEALTH, INC. |
EATONTOWN NJ |
| 313 |
| $29.4M |
| $1.5M |
| 4 | GROVES ACADEMY GROVES ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS PARK MN | 161 | $11.8M | $1.1M |
| 5 | MCLAUGHLIN BODY COMPANY MCLAUGHLIN BODY COMPANY 401(K) PLAN | MOLINE IL | 346 | $50.4M | $846K |
| 6 | THE ELISABETH MORROW SCHOOL THE ELISABETH MORROW SCHOOL 403(B) RETIREMENT PLAN | ENGLEWOOD NJ | 103 | $21.0M | $548K |
| 7 | THE HOUSTONIAN CAMPUS, LLC THE HOUSTONIAN 401(K) PLAN | HOUSTON TX | 591 | $53.9M | $525K |
| 8 | GLOBAL TUNGSTEN & POWDERS LLC GTP RETIREMENT PLAN | TOWANDA PA | 215 | $19.9M | $87K |
| 9 | PURITAN MEDICAL PRODUCTS COMPANY LP PURITAN MEDICAL PRODUCTS COMPANY LP 401(K) PLAN | GUILFORD ME | 425 | $17.2M | $80K |
| 10 | POPPY BANK POPPY BANK 401(K) RETIREMENT PLAN | SANTA ROSA CA | 203 | $16.6M | $30K |
