Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Europacific Growth Fund in their Schedule of Assets, totaling $47.6M 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 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $19.5M |
| 2 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $9.0M |
| 3 | THE CONNECTICUT WATER COMPANY |
CLINTON CT |
| 73 |
| $92.3M |
| $6.5M |
| 4 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $3.8M |
| 5 | N & M TRANSFER CO., INC. N & M TRANSFER CO. INC. 401(K) PROFIT SHARING PLAN | NEENAH WI | 694 | $107.0M | $2.8M |
| 6 | LENOIR MEMORIAL HOSPITAL, INC. LENOIR MEMORIAL HOSPITAL, INC. SAVINGS & PROTECTION PLAN | KINSTON NC | 825 | $70.2M | $2.8M |
| 7 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 581 | $139.1M | $1.8M |
| 8 | HISTORIC TOURS OF AMERICA, INC H.T.A. CAST RETIREMENT PLAN | ST. AUGUSTINE FL | 853 | $19.0M | $1.0M |
| 9 | MATOUK TEXTILE WORKS, INC. MATOUK TEXTILE WORKS, INC 401(K) PLAN | FALL RIVER MA | 259 | $10.9M | $362K |
| 10 | LTM INC. LTM INC. 401(K) RETIREMENT PLAN | HAVELOCK NC | 341 | $16.8M | $12K |
