Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 168 U.S. retirement plans report holding Am Fds EuroPacific Grth R6 Fd in their Schedule of Assets, totaling $153.9M 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 | DAKTRONICS, INC. DAKTRONICS, INC. 401(K) PLAN | BROOKINGS SD | 2,305 | $262.6M | $12.1M |
| 2 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $10.8M |
| 3 | KENAN ADVANTAGE GROUP, INC. THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN |
NORTH CANTON OH |
| 6,717 |
| $277.9M |
| $6.9M |
| 4 | NATIONAL PEN CO. LLC NATIONAL PEN & ASSOCIATES PROFIT SHARING AND SAVINGS PLAN | SHELBYVILLE TN | 200 | $41.7M | $6.5M |
| 5 | SWINERTON INCORPORATED SWINERTON 401(K) & SAVINGS PLAN | CONCORD CA | 2,707 | $831.5M | $6.2M |
| 6 | CAMBIUM ENDEAVORS, LLC SPRAGUE RETIREMENT PLAN | TACOMA WA | 250 | $23.1M | $5.6M |
| 7 | HBD INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN FOR EMPLOYEES OF HBD INDUSTRIES, INC. AND SUBSIDIARIES | DUBLIN OH | 769 | $66.1M | $5.3M |
| 8 | THE NOEL CORPORATION THE NOEL CORPORATION 401(K) RETIREMENT PLAN | YAKIMA WA | 334 | $27.9M | $4.9M |
| 9 | HAYNSWORTH SINKLER BOYD, P.A. HAYNSWORTH SINKLER BOYD, P.A. 401(K) PLAN | COLUMBIA SC | 195 | $145.2M | $4.8M |
| 10 | WEST MONROE PARTNERS, INC. WEST MONROE PARTNERS, INC. 401(K) PLAN | CHICAGO IL | 1,588 | $726.7M | $4.7M |
