Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 249 U.S. retirement plans report holding American funds American Funds EuroPacific Gr R6 in their Schedule of Assets, totaling $476.3M 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 | CUBIC CORPORATION CUBIC CORPORATION 401(K) RETIREMENT PLAN | SAN DIEGO CA | 1,834 | $634.2M | $66.9M |
| 2 | SENTARA HEALTH SENTARA 403(B) SAVINGS PLAN | VIRGINIA BEACH VA | 30,766 | $3.7B | $44.2M |
| 3 | PHARMAVITE LLC PHARMAVITE'S 401(K) SAVINGS PLAN |
| 2,219 |
| $228.1M |
| $28.3M |
| 4 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,905 | $440.1M | $23.4M |
| 5 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $14.5M |
| 6 | THE VAIL CORPORATION DBA VAIL ASSOCIATES, INC. A COLORADO CORPORATION VAIL RESORTS 401(K) RETIREMENT PLAN | BROOMFIELD CO | 33,205 | $541.0M | $13.6M |
| 7 | GRAY CONSTRUCTION, INC GRAY RETIREMENT SAVINGS PLAN | LEXINGTON KY | 2,255 | $208.6M | $11.3M |
| 8 | SEH AMERICA, INC. SEH AMERICA, INC. EMPLOYEE BENEFIT SAVINGS PLAN | VANCOUVER WA | 1,115 | $169.7M | $10.1M |
| 9 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $9.5M |
| 10 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $9.1M |
