Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Europacific Growth Fund Mutual fund in their Schedule of Assets, totaling $112.9M 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 | DOLE FOOD COMPANY, INC. MASTER DEFINED CONTRIBUTION TRUST | CHARLOTTE NC | — | $350.9M | $29.9M |
| 2 | TEGNA INC. TEGNA 401(K) SAVINGS PLAN | TYSONS VA | 5,976 | $995.4M | $20.7M |
| 3 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN |
LOS ANGELES CA |
| 860 |
| $432.9M |
| $17.2M |
| 4 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $10.7M |
| 5 | ALFA LAVAL INC. ALFA LAVAL RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,902 | $319.3M | $8.9M |
| 6 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $5.0M |
| 7 | E.D. & F. MAN HOLDINGS, INC. E. D. & F. MAN HOLDINGS, INC. SAVINGS & INVESTMENT PLAN | NEW ORLEANS LA | 502 | $117.0M | $3.6M |
| 8 | RHODE ISLAND DISTRIBUTING COMPANY, LLC RHODE ISLAND DISTRIBUTING COMPANY COMPANY 401(K) PROFIT SHARING PLAN | WEST GREENWICH RI | 793 | $130.0M | $2.9M |
| 9 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $2.3M |
| 10 | NG OPERATIONS, LLC NATIONAL GYPSUM 401(K) AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 2,825 | $466.6M | $1.9M |
