Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Europacific Growth Fund Mutual fund in their Schedule of Assets, totaling $141.4M 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 | DOLE FOOD COMPANY, INC. MASTER DEFINED CONTRIBUTION TRUST | CHARLOTTE NC | — | $350.9M | $29.9M |
| 2 | DOLE FOOD COMPANY, INC. 401(K) PLAN FOR SALARIED EMPLOYEES OF DOLE FOOD COMPANY, INC. AND PARTICIPATING DIVISIONS AND SUBSIDIARIES | CHARLOTTE NC | 808 | $337.8M | $28.5M |
| 3 | TEGNA INC. |
TYSONS VA |
| 5,976 |
| $995.4M |
| $20.7M |
| 4 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $17.2M |
| 5 | FOLEY HOAG LLP FOLEY HOAG, LLP SAVINGS AND RETIREMENT PLAN | BOSTON MA | 667 | $381.7M | $10.7M |
| 6 | ALFA LAVAL INC. ALFA LAVAL RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,902 | $319.3M | $8.9M |
| 7 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $5.0M |
| 8 | E.D. & F. MAN HOLDINGS, INC. E. D. & F. MAN HOLDINGS, INC. SAVINGS & INVESTMENT PLAN | NEW ORLEANS LA | 502 | $117.0M | $3.6M |
| 9 | RHODE ISLAND DISTRIBUTING COMPANY, LLC RHODE ISLAND DISTRIBUTING COMPANY COMPANY 401(K) PROFIT SHARING PLAN | WEST GREENWICH RI | 793 | $130.0M | $2.9M |
| 10 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $2.3M |
