Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds Europacific Gr R5 in their Schedule of Assets, totaling $74.2M 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 | SHRINERS HOSPITALS FOR CHILDREN SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN | TAMPA FL | 4,831 | $762.1M | $28.9M |
| 2 | SPARROW HEALTH SYSTEM SPARROW HEALTH SYSTEM ASSOCIATE RETIREMENT SAVINGS PLAN | LANSING MI | 8,310 | $806.5M | $15.9M |
| 3 | COLONY BRANDS, INC. |
MONROE WI |
| 1,910 |
| $186.0M |
| $9.0M |
| 4 | FLEXCON COMPANY, INC FLEXCON HOLDINGS TRUST RETIREMENT PLAN | SPENCER MA | 977 | $172.7M | $5.7M |
| 5 | TOYOTA BOSHOKU AMERICA, INC. TOYOTA BOSHOKU AMERICA, INC. 401(K) PROFIT SHARING PLAN & TRUST | ERLANGER KY | 4,244 | $233.1M | $5.1M |
| 6 | ARGO GROUP US, INC. ARGO GROUP US 401(K) PLAN | SAN ANTONIO TX | 1,587 | $192.6M | $4.8M |
| 7 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $1.8M |
| 8 | SAFEHOLD INC. SAFEHOLD SAVINGS AND RETIREMENT PLAN TRUST | NEW YORK NY | 81 | $63.0M | $760K |
| 9 | W.T. HUMPHREY, INC. W.T. HUMPHREY, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 130 | $11.4M | $551K |
| 10 | BIL-JAC FOODS, INC. BIL-JAC FOODS, INC. 401(K) PLAN | MEDINA OH | 121 | $13.9M | $501K |
