Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding American Europacific Growth – R6 Mutual Fund in their Schedule of Assets, totaling $49.1M 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 | JORDANS FURNITURE, INC. JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN | EAST TAUNTON MA | 983 | $169.3M | $7.7M |
| 2 | MOMENTUM TEXTILES, LLC MOMENTUM TEXTILES, LLC 401(K) PLAN | IRVINE CA | 248 | $49.9M | $4.7M |
| 3 | TRUSTEES OF DARTMOUTH COLLEGE 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN FOR DARTMOUTH COLLEGE FACULTY AND STAFF |
HANOVER NH |
| 52 |
| $356.0M |
| $4.7M |
| 4 | SISECAM CHEMICALS RESOURCES LLC SISECAM US PENSION PLAN | ATLANTA GA | 39 | $151.2M | $3.8M |
| 5 | RIVERSTONE RESOURCES LLC THE INDIVIDUAL RETIREMENT PLAN OF RIVERSTONE RESOURCES LLC | MANCHESTER NH | 426 | $141.0M | $3.7M |
| 6 | SOUTHERN CALIFORNIA PIPE TRADES DEFINED SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 13,030 | $404.5M | $3.1M |
| 7 | AMERICAN KENNEL CLUB THE AMERICAN KENNEL CLUB 401(K) TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 513 | $73.2M | $2.2M |
| 8 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $1.9M |
| 9 | SUNLIGHT PEAK, LLLP DBA SAK LLC SAK 401(K) PLAN | OFALLON MO | 619 | $40.1M | $1.9M |
| 10 | WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU | PORTLAND OR | 383 | $68.6M | $1.7M |
