Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Europacific Growth Fund R6 Mutual Fund - in their Schedule of Assets, totaling $4.5M 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 | TRUSTEES OF MICHIANA AREA ELEC WORKERS' MONEY PURCHASE PLAN MICHIANA AREA ELECTRICAL WORKERS' MONEY PURCHASE PLAN | LANSING MI | 1,389 | $123.5M | $4.0M |
| 2 | ROEBBELEN MANAGEMENT, INC. ROEBBELEN MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS CA | 196 | $31.6M | $538K |
| 3 | BEDFORD MACHINE AND TOOL, INC. |
BEDFORD IN |
| 267 |
| $7.5M |
| $15K |
