Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds Europacific Growth R5 in their Schedule of Assets, totaling $5.3M 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 | LANDSTAR SYSTEM HOLDINGS, INC. LANDSTAR SYSTEM, INC. 401(K) SAVINGS PLAN | JACKSONVILLE FL | 1,301 | $169.0M | $2.2M |
| 2 | ROBERT D. GILMORE & ASSOCIATES, INC. ROBERT D. GILMORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NEW BRITAIN PA | 182 | $28.9M | $1.9M |
| 3 | DAIWA CORPORATE ADVISORY LLC |
WASHINGTON DC |
| 118 |
| $30.6M |
| $1.1M |
| 4 | ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES APLU-DC PLAN | WASHINGTON DC | 45 | $13.4M | $129K |
| 5 | ASSOCIATION OF PUBLIC AND LAND- GRANT UNIVERSITIES (APLU) ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES (APLU) TDA PLAN | WASHINGTON DC | 60 | $12.4M | $34K |
