Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Europacific Growth-R6 in their Schedule of Assets, totaling $92.8M 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 | BAY AREA PAINTERS & TAPERS ANNUITY FUND BAY AREA PAINTERS & TAPERS ANNUITY FUND | DUBLIN CA | 6,637 | $543.5M | $28.0M |
| 2 | LA-Z-BOY INCORPORATED LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN | MONROE MI | 6,609 | $351.3M | $19.9M |
| 3 | ACUITY BRANDS, INC. ACUITY BRANDS, INC. DC MASTER TRUST |
ATLANTA GA |
| — |
| $546.7M |
| $9.1M |
| 4 | HUTCHINSON TECHNOLOGY INCORPORATED HUTCHINSON TECHNOLOGY INCORPORATED 401(K) PLAN | HUTCHINSON MN | 60 | $207.1M | $8.0M |
| 5 | ACUITY BRANDS, INC. ACUITY BRANDS, INC. 401(K) PLAN | ATLANTA GA | 2,255 | $521.2M | $7.8M |
| 6 | WESBANCO, INC. WESBANCO, INC. 401(K) PLAN | WHEELING WV | 2,447 | $238.2M | $5.9M |
| 7 | ORTHOVIRGINIA, INC. ORTHOVIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NORTH CHESTERFIELD VA | 2,203 | $273.9M | $4.1M |
| 8 | MARY INSTITUTE AND SAINT LOUIS COUNTRY DAY SCHOOL MARY INSTITUTE AND SAINT LOUIS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 486 | $90.4M | $1.5M |
| 9 | ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 123 | $79.5M | $1.2M |
| 10 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS ANNUITY PLAN MO-KAN IRON WORKERS ANNUITY FUND | KANSAS CITY MO | 2,403 | $246.7M | $1.2M |