Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American EuroPacific Growth R5 in their Schedule of Assets, totaling $12.0M 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 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $6.8M |
| 2 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $5.2M |
