Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds Europacific Growth Fund N/R in their Schedule of Assets, totaling $3.6M 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 | INTEGRITY MARKETING GROUP INTEGRITY MARKETING GROUP 401(K) PLAN | DALLAS TX | 4,830 | $268.9M | $1.9M |
| 2 | PALMEN MOTORS, INC. PALMEN MOTORS, INC. PROFIT SHARING 401(K) PLAN & TRUST | KENOSHA WI | 164 | $24.0M | $1.0M |
| 3 | WOODLANDS BANK WOODLANDS BANK RETIREMENT AND INVESTMENT PLAN |
WILLIAMSPORT PA |
| 107 |
| $11.9M |
| $422K |
| 4 | VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC. TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT | WATERFORD CT | 77 | $15.7M | $108K |
| 5 | THE BENEFICIENT COMPANY GROUP (USA), L.L.C. THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN | DALLAS TX | 83 | $12.7M | $45K |
| 6 | MEALS ON WHEELS SAN FRANCISCO MEALS ON WHEELS SAN FRANCISCO 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 161 | $3.8M | $36K |
| 7 | WEST PENN ALLEGHENY HEALTH SYSTEM RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM | PITTSBURGH PA | 6,976 | $1.2B | $23K |
