Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AmerFunds EuroPacific Growth Fund Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | COADAP LLC COADAP LLC PROFIT SHARING 401(K) PLAN | READING PA | 750 | $47.0M | $700K |
| 2 | ADIRONDACK BANK ADIRONDACK BANK 401(K) PLAN | UTICA NY | 191 | $16.0M | $433K |
