Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Europacific Gr R2 in their Schedule of Assets, totaling $14.6M 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 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $13.9M |
| 2 | WINDBER MEDICAL CENTER WINDBER MEDICAL CENTER 403(B) PLAN | WINDBER PA | 526 | $17.5M | $574K |
| 3 | DIRT CHEAP, INC. DCG FULFILLMENT 401(K) PLAN |
ONTARIO CA |
| 242 |
| $7.5M |
| $75K |
