Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds American Europacific Growth Fund ^ in their Schedule of Assets, totaling $200.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $109.8M |
| 2 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $32.2M |
| 3 | THE RESEARCH FOUNDATION OF STATE UNIVERSITY OF NEW YORK |
ALBANY NY |
| 4,724 |
| $1.0B |
| $11.1M |
| 4 | THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK RETIREMENT PLAN | ALBANY NY | 11,083 | $1.3B | $11.0M |
| 5 | ROUSH INDUSTRIES, INC. ROUSH 401(K) PROFIT SHARING PLAN | LIVONIA MI | 4,518 | $366.5M | $5.3M |
| 6 | FOTO-KEM INDUSTRIES, INC. FOTO-KEM INDUSTRIES, INC. 401(K) PLAN | BURBANK CA | 501 | $112.4M | $4.8M |
| 7 | CURT G. JOA, INC. CURT G. JOA, INC. EMPLOYEES TRUST FUND | SHEBOYGAN FALLS WI | 266 | $83.3M | $4.3M |
| 8 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $4.3M |
| 9 | DILWORTH PAXSON LLP DILWORTH PAXSON LLP 401K SAVINGS PLAN | PHILADELPHIA PA | 107 | $79.4M | $4.1M |
| 10 | EMCO CHEMICAL DISTRIBUTORS, INC. EMCO CHEMICAL DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN | PLEASANT PRAIRIE WI | 525 | $74.7M | $2.3M |
