Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Am Fds EuroPacific Grth R5 Fd in their Schedule of Assets, totaling $1.3M 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 | DE NORA TECH, LLC. DE NORA 401(K) SAVINGS PLAN | CONCORD OH | 447 | $86.2M | $596K |
| 2 | MARSH, BERRY, AND COMPANY, LLC MARSH, BERRY, AND COMPANY, LLC 401(K) PROFIT SHARING PLAN | WOODMERE OH | 206 | $34.5M | $491K |
| 3 | LUTHERANLIVING SERVICES, INC. LUTHERAN HOME & HARWOOD PLACE 403(B) PLAN |
WAUWATOSA WI |
| 484 |
| $14.7M |
| $97K |
| 4 | GRAND RIVER RUBBER & PLASTICS COMPANY GRAND RIVER RUBBER & PLASTICS COMPANY 401(K) RETIREMENT PLAN | ASHTABULA OH | 168 | $32.7M | $40K |
| 5 | FIRST COUNTY BANK FIRST COUNTY BANK SAVINGS PLAN | STAMFORD CT | 189 | $39.7M | $25K |
| 6 | FAMILY COUNSELING CENTER FAMILY COUNSELING CENTER OF ARMSTRONG COUNTY TAX SHELTERED ANNUITY PLAN | KITTANNING PA | 192 | $22.2M | $20K |
| 7 | VITECH SYSTEMS GROUP VITECH SYSTEMS SUB, LLC 401(K) PLAN | NEW YORK NY | 412 | $101.1M | $17K |
