Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Am Fds Europacific Grth R6 Fd Mutual Fund in their Schedule of Assets, totaling $4.2M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $2.7M |
| 2 | AURORA COMPREHENSIVE COMMUNITY MENTAL HEALTH AURORA MENTAL HEALTH RETIREMENT SAVINGS PLAN | AURORA CO | 696 | $26.8M | $359K |
| 3 | ROCKY MOUNTAIN INSTITUTE |
BOULDER CO |
| 606 |
| $55.4M |
| $210K |
| 4 | ISO POLY FILMS, INC. ISO POLY FILMS, INC. 401(K) RETIREMENT PLAN | POMPANO BEACH FL | 657 | $23.8M | $210K |
| 5 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN | CAMBRIDGE MA | 72 | $12.7M | $153K |
| 6 | BLACK MOUNTAIN MANAGEMENT, LLC BLACK MOUNTAIN MANAGEMENT, LLC 401(K) | FORT WORTH TX | 356 | $10.7M | $148K |
| 7 | ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN | WICHITA KS | 111 | $27.0M | $122K |
| 8 | EXAGEN INC. EXAGEN INC. 401(K) PLAN | VISTA CA | 216 | $14.3M | $117K |
| 9 | THE MOREY CORPORATION THE MOREY CORPORATION 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 327 | $25.1M | $50K |
| 10 | T. F. WARREN GROUP CORPORATION T.F. WARREN GROUP RETIREMENT SAVINGS PLAN | FAIRHOPE AL | 510 | $20.1M | $45K |
