Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Europacific Growth Fund in their Schedule of Assets, totaling $141.0M 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 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN MO-KAN IRON WORKERS PENSION FUND | KANSAS CITY MO | 1,008 | $265.9M | $36.9M |
| 2 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $19.5M |
| 3 | VALMET, INC. |
NORCROSS GA |
| 2,157 |
| $431.6M |
| $13.6M |
| 4 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $12.9M |
| 5 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $9.0M |
| 6 | BIG LOTS, INC. BIG LOTS SAVINGS PLAN | COLUMBUS OH | 19,448 | $313.1M | $8.9M |
| 7 | THE CONNECTICUT WATER COMPANY THE CONNECTICUT WATER COMPANY EMPLOYEES' RETIREMENT PLAN | CLINTON CT | 73 | $92.3M | $6.5M |
| 8 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $5.0M |
| 9 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $3.8M |
| 10 | HAEMONETICS CORPORATION HAEMONETICS CORPORATION SAVINGS PLUS PLAN | BOSTON MA | 1,238 | $276.2M | $3.8M |
