Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds EUPAC Class R-4 Mutual fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $848K |
| 2 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $692K |
