Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds American Funds Europacific in their Schedule of Assets, totaling $9.3M 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 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,301 | $123.2M | $4.2M |
| 2 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN | LEBANON OH | 2,076 | $28.9M | $1.4M |
| 3 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN |
LAKE CITY FL |
| 1,241 |
| $44.3M |
| $1.4M |
| 4 | ACOUSTI ENGINEERING COMPANY OF FLORIDA ACOUSTI ENGINEERING COMPANY OF FLORIDA 401(K) PLAN | ORLANDO FL | 534 | $33.0M | $1.2M |
| 5 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $322K |
| 6 | BATON ROUGE ORTHOPAEDIC CLINIC, LLC BATON ROUGE ORTHOPAEDIC CLINIC, LLC PROFIT SHARING PLAN AND TRUST | BATON ROUGE LA | 312 | $82.7M | $309K |
| 7 | WARREN SCREW PRODUCTS, INC. WARREN SCREW PRODUCTS, INC. PROFIT SHARING PLAN | WARREN MI | 126 | $4.9M | $176K |
| 8 | INSPIRITEC, INC. INSPIRITEC, INC. 401K RETIREMENT PLAN | PHILADELPHIA PA | 1,130 | $13.0M | $168K |
| 9 | INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY NJ | 54 | $15.2M | $75K |
| 10 | SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | DYERSBURG TN | 130 | $21.7M | $33K |
