Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding American Funds- American Funds EuroPacific Growth Fund Class R-6 in their Schedule of Assets, totaling $98.3M 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 | ROOM & BOARD, INC. ROOM & BOARD 401(K) PLAN | MINNEAPOLIS MN | 1,051 | $157.2M | $15.3M |
| 2 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $10.8M |
| 3 | SOUTHEASTERN UNIVERSITIES RESEARCH ASSOCIATION, INC. (SURA) |
WASHINGTON DC |
| 1,103 |
| $324.0M |
| $7.8M |
| 4 | LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY MO | 488 | $349.2M | $6.2M |
| 5 | GKN DRIVELINE NORTH AMERICA, INC. GKN U.S. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 3,047 | $394.3M | $5.4M |
| 6 | MILBANK LLP MILBANK RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,061 | $521.4M | $5.3M |
| 7 | NIBCO INC. NIBCO INC. PROFIT SHARING & 401(K) SAVINGS PLAN | ELKHART IN | 1,051 | $144.8M | $4.5M |
| 8 | BLACKBERRY CORPORATION BLACKBERRY CORPORATION 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 520 | $258.1M | $3.5M |
| 9 | LOCAL INITIATIVES SUPPORT CORPORATION LOCAL INITIATIVES SUPPORT CORPORATION 401(K) PLAN | NEW YORK NY | 553 | $77.7M | $2.9M |
| 10 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $2.7M |
