Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Europacific Growth in their Schedule of Assets, totaling $133.0M 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 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT SAVINGS PLAN | NEENAH WI | 5,756 | $692.6M | $66.1M |
| 2 | BLACKBAUD, INC. BLACKBAUD RETIREMENT SAVINGS PLAN | CHARLESTON SC | 2,441 | $536.9M | $24.4M |
| 3 | ALTEC INDUSTRIES, INC. ALTEC, INC. RETIREMENT SAVINGS PLAN |
BIRMINGHAM AL |
| 10,685 |
| $986.4M |
| $18.8M |
| 4 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $12.0M |
| 5 | MENASHA CORPORATION MENASHA CORPORATION 401(K) RETIREMENT PLAN FOR UNION EMPLOYEES | NEENAH WI | 2,457 | $36.4M | $3.6M |
| 6 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN | ST. PETERSBURG FL | 345 | $134.0M | $2.6M |
| 7 | NAVAJO TRANSITIONAL ENERGY COMPANY, LLC NTEC 401(K) PLAN II | BROOMFIELD CO | 1,050 | $209.6M | $1.9M |
| 8 | INTERSTATE WAREHOUSING, INC. TIPPMANN GROUP EMPLOYEES 401(K) PLAN | FORT WAYNE IN | 1,126 | $43.1M | $1.7M |
| 9 | LAWRENCE TECHNOLOGICAL UNIVERSITY LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN | SOUTHFIELD MI | 452 | $99.7M | $1.7M |
| 10 | PEP BOYS - MANNY, MOE AND JACK OF PUERTO RICO, INC. THE PEP BOYS SAVINGS PLAN - PUERTO RICO | BALA CYNWYD PA | 413 | $6.2M | $67K |
