Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 66 U.S. retirement plans report holding American Funds American Funds Europacific Growth - in their Schedule of Assets, totaling $220.5M 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 | MONTEFIORE MEDICAL CENTER MONTEFIORE MEDICAL CENTER 403(B) PLAN | BRONX NY | 16,359 | $4.3B | $67.2M |
| 2 | BOARD OF TRUSTEES OF SUPPLEMENTAL INCOME TRUST FUND SUPPLEMENTAL INCOME 401(K) PLAN | VALLEJO CA | 34,085 | $1.9B | $32.8M |
| 3 | AAAA RETIRE. FUND FOR MEM. AGENCIES 103-12-IE |
CHARLOTTE NC |
| — |
| $420.1M |
| $27.4M |
| 4 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $10.5M |
| 5 | INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA IACNA RETIREMENT SAVINGS PROGRAM | SOUTHFIELD MI | 591 | $177.4M | $7.8M |
| 6 | GLENS FALLS HOSPITAL THE GLENS FALLS HOSPITAL PARTNERSHIP PLAN | GLENS FALLS NY | 2,305 | $277.5M | $7.7M |
| 7 | BD. OF TRUST. OF STATIONARY ENGINEERS LOC. 39 ANNUITY STATIONARY ENGINEERS LOCAL 39 ANNUITY TRUST FUND | DUBLIN CA | 6,736 | $314.9M | $6.8M |
| 8 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $4.4M |
| 9 | LORAM LORAM RETIREMENT PLAN | HAMEL MN | 1,082 | $167.8M | $4.3M |
| 10 | WILMINGTON HEALTH, PLLC WILMINGTON HEALTH, PLLC RETIREMENT PLAN | WILMINGTON NC | 1,251 | $166.3M | $3.9M |
