Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Amer Funds EuroPacific Growth Fund in their Schedule of Assets, totaling $3.2M 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 | VALET LIVING,LLC VALET LIVING, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 6,121 | $32.5M | $1.8M |
| 2 | JEWISH SOCIAL SERVICE AGENCY JEWISH SOCIAL SERVICE AGENCY 403(B) PLAN | ROCKVILLE MD | 406 | $16.2M | $980K |
| 3 | SATILLA EMC THE SATILLA RURAL ELECTRIC MEMBERSHIP CORPORATION 401(K) SAVINGS PLAN |
ALMA GA |
| 152 |
| $30.7M |
| $371K |
| 4 | CALIFORNIA SUPPLY, INC. CALIFORNIA SUPPLY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 89 | $18.8M | $30K |
