Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Europacific Growth R4 in their Schedule of Assets, totaling $5.1M 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 | IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN IOWA IRONWORKERS HEAVY HIGHWAY DEFINED CONTRIBUTION PLAN | DES MOINES IA | 723 | $26.3M | $4.8M |
| 2 | THE FARRELL DISTRIBUTING CORPORATION FARRELL DISTRIBUTING CORPORATION 401(K) PLAN | SOUTH BURLINGTON VT | 300 | $44.2M | $120K |
| 3 | HUBBELL INCORPORATED |
SHELTON CT |
| 1,942 |
| $58.0M |
| $57K |
| 4 | HUBBELL CARIBE LIMITED HUBBELL CARIBE,INC. EMPLOYEES' RETIREMENT PLAN | SHELTON CT | 535 | $25.4M | $55K |
