Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American EuroPac Growth R6 Mutual fund in their Schedule of Assets, totaling $146.5M 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 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $38.5M |
| 2 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $28.6M |
| 3 | TEMPLE UNIVERSITY HEALTH SYSTEM INC |
PHILADELPHIA PA |
| 10,830 |
| $876.1M |
| $19.4M |
| 4 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $12.7M |
| 5 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $12.4M |
| 6 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON IL | 13,658 | $1.2B | $11.1M |
| 7 | TRINITY COLLEGE TRINITY COLLEGE 403(B) RETIREMENT PLAN | HARTFORD CT | 688 | $381.4M | $9.7M |
| 8 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $4.3M |
| 9 | FAIRLEIGH DICKINSON UNIVERSITY FAIRLEIGH DICKINSON UNIVERSITY DEFINED CONTRIBUTION PLAN | TEANECK NJ | 1,121 | $387.3M | $4.0M |
| 10 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $1.9M |
