Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds Europacific Gr R6 N/R in their Schedule of Assets, totaling $28.7M 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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $8.3M |
| 2 | QUARTERRA SERVICES, LLC THE QUARTERRA SERVICES, LLC 401(K) PLAN | CHARLOTTE NC | 569 | $62.9M | $6.4M |
| 3 | HENRY MAYO NEWHALL HOSPITAL HENRY MAYO NEWHALL MEMORIAL HOSPITAL & FOUNDATION RETIREMENT PLAN |
VALENCIA CA |
| 1,851 |
| $178.4M |
| $5.9M |
| 4 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $3.1M |
| 5 | MANNA, INC. MANNA, INC. 401(K) PLAN | LOUISVILLE KY | 683 | $29.6M | $1.6M |
| 6 | MARK G. ANDERSON CONSULTANTS, INC. MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN | WASHINGTON DC | 226 | $70.8M | $1.0M |
| 7 | FAZIO MECHANICAL SERVICES, INC. FAZIO MECHANICAL SERVICES, INC. PROFIT SHARING PLAN | PITTSBURGH PA | 90 | $12.7M | $612K |
| 8 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN | HARTSVILLE SC | 980 | $17.4M | $480K |
| 9 | CONIFER HOLDINGS, INC. CONIFER HOLDINGS, INC. 401(K) PLAN | TROY MI | 52 | $6.9M | $478K |
| 10 | H & K INTERNATIONAL, INC. H & K RETIREMENT SAVINGS PLAN | MESQUITE TX | 200 | $27.0M | $428K |
