Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds American Funds Europacific Gr R4 in their Schedule of Assets, totaling $32.5M 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 | GRADY MEMORIAL HOSPITAL CORPORATION GRADY MEMORIAL HOSPITAL CORPORATION 401(K) PLAN | ATLANTA GA | 7,052 | $334.9M | $13.7M |
| 2 | CENTRAL PARK CONSERVANCY INC. CENTRAL PARK CONSERVANCY 403(B) RETIREMENT PLAN | NEW YORK NY | 406 | $55.8M | $2.8M |
| 3 | VERMONT MUTUAL INSURANCE COMPANY |
MONTPELIER VT |
| 343 |
| $76.4M |
| $2.5M |
| 4 | CLEVELAND RESEARCH COMPANY, LLC CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | CLEVELAND OH | 124 | $28.8M | $2.5M |
| 5 | PIPE FITTERS LOCAL NO. 533 HEALTH AND WELFARE PLAN PIPE FITTERS LOCAL NO. 533 HEALTH AND WELFARE PLAN | KANSAS CITY MO | 1,467 | $76.1M | $2.2M |
| 6 | THE BIONETICS CORPORATION THE BIONETICS CORPORATION 401(K) SAVINGS PLAN | YORKTOWN VA | 123 | $34.1M | $2.1M |
| 7 | JAY CASHMAN, INC. JAY CASHMAN 401(K) PLAN | QUINCY MA | 152 | $37.4M | $1.7M |
| 8 | DEVRO, INC. DEVRO, INC. RETIREMENT SAVINGS PLAN | SWANSEA SC | 218 | $31.5M | $1.6M |
| 9 | SHOPRITE SUPERMARKETS, INC. SHOPRITE SUPERMARKETS, INC. 401(K) PLAN | FLORIDA NY | 511 | $74.9M | $1.4M |
| 10 | BOEHL STOPHER & GRAVES, LLP BOEHL STOPHER & GRAVES AMENDED AND RESTATED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 33 | $16.4M | $407K |
