Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds Euro pacific Growth Fund in their Schedule of Assets, totaling $145.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,139 | $1.9B | $44.1M |
| 2 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $36.2M |
| 3 | SONEPAR MANAGEMENT US, INC SONEPAR USA 401 (K) PLAN |
CHARLESTON SC |
| 10,624 |
| $1.2B |
| $21.7M |
| 4 | ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN | FARMINGTON CT | 11,373 | $118.4M | $9.0M |
| 5 | FOTH & VAN DYKE, LLC FOTH & VAN DYKE, LLC 401(K) RETIREMENT SAVINGS PLAN | DE PERE WI | 692 | $177.8M | $8.4M |
| 6 | BRICKER GRAYDON, LLP BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN | COLUMBUS OH | 341 | $198.8M | $3.7M |
| 7 | BROOKFIELD POWER US HOLDING AMERICA CO. BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN | NEW YORK NY | 1,581 | $279.1M | $3.2M |
| 8 | H & K GROUP, INC. THE H & K GROUP 401(K) PLAN | SKIPPACK PA | 1,605 | $157.4M | $3.1M |
| 9 | COEUR MINING, INC. COEUR MINING DEFINED CONTRIBUTION AND 401K PLAN | CHICAGO IL | 1,192 | $186.2M | $2.9M |
| 10 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $2.0M |
