Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds Europacific Fund in their Schedule of Assets, totaling $7.1M 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 | RSC INSURANCE BROKERAGE, INC. RSC INSURANCE BROKERAGE, INC. 401(K) PLAN | BOSTON MA | 2,232 | $240.5M | $2.9M |
| 2 | HWG LLP HWG LLP 401(K) PLAN | WASHINGTON DC | 72 | $72.2M | $1.7M |
| 3 | MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP 401(K) SAVINGS PLAN |
MIDLAND MI |
| 0 |
| $55.1M |
| $1.7M |
| 4 | MARAVAI INTERMEDIATE HOLDINGS, LLC MARAVAI INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | SAN DIEGO CA | 581 | $44.1M | $308K |
| 5 | WHITESTONE REIT WHITESTONE REIT RETIREMENT SAVINGS PLAN | HOUSTON TX | 71 | $9.4M | $179K |
| 6 | SKYEPOINT DECISIONS, INC. SKYEPOINT DECISIONS, INC. 401(K) PLAN | DULLES VA | 153 | $8.4M | $143K |
| 7 | HOUSTON AREA WOMENS CENTER, INC. HOUSTON AREA WOMEN'S CENTER, INC. 401(K) PLAN | HOUSTON TX | 164 | $6.2M | $49K |
| 8 | NORTHERN LOGISTICS, INC. NORTHERN LOGISTICS, INC. 401(K) PLAN | CLARE MI | 321 | $4.8M | $37K |
| 9 | HUNGRYROOT INC. HUNGRYROOT 401(K) PLAN | NEW YORK NY | 287 | $7.3M | $12K |
