Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Europacific Growth R6 Mutual Funds in their Schedule of Assets, totaling $161.3M 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 | XL AMERICA, INC. XL AMERICA, INC. EMPLOYEE SAVINGS PLAN | STAMFORD CT | 2,204 | $1.3B | $49.8M |
| 2 | WEX INC. WEX INC. EMPLOYEE SAVINGS PLAN | PORTLAND ME | 5,083 | $521.7M | $29.2M |
| 3 | ALBEMARLE CORPORATION ALBEMARLE CORPORATION RETIREMENT SAVINGS PLAN |
CHARLOTTE NC |
| 2,139 |
| $960.9M |
| $24.3M |
| 4 | SKY CHEFS, INC. SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN | IRVING TX | 12,486 | $256.7M | $10.1M |
| 5 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN | STAMFORD CT | 1,023 | $309.4M | $9.3M |
| 6 | LUFTHANSA GERMAN AIRLINES VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA | UNIONDALE NY | 1,858 | $353.8M | $8.5M |
| 7 | SHURTAPE TECHNOLOGIES LLC THE SHURTAPE TECHNOLOGIES PROFIT SHARING AND RETIREMENT SAVINGS PLAN | HICKORY NC | 1,406 | $140.9M | $4.8M |
| 8 | BRAINTREE LABORATORIES, INC. SEBELA PHARMACEUTICALS INC. 401(K) PLAN | BRAINTREE MA | 273 | $73.0M | $3.8M |
| 9 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $3.4M |
| 10 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN | NORFOLK VA | 209 | $195.6M | $3.4M |
