Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 346 U.S. retirement plans report holding American Funds Europac Gro- R6 in their Schedule of Assets, totaling $168.9M 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 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $17.2M |
| 2 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $6.9M |
| 3 | CHEIL USA INC. CHEIL USA INC. RETIREMENT PLAN |
| 734 |
| $53.2M |
| $6.3M |
| 4 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 973 | $224.9M | $6.0M |
| 5 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $5.4M |
| 6 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $4.6M |
| 7 | VERDANTAS LLC VERDANTAS LLC RETIREMENT PLAN | DUBLIN OH | 1,492 | $202.0M | $4.1M |
| 8 | TRIMONT LLC TRIMONT LLC 401(K) PLAN | ATLANTA GA | 700 | $74.6M | $3.5M |
| 9 | THE GOODMAN GROUP, INC. THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN | CHASKA MN | 3,652 | $79.5M | $3.4M |
| 10 | ORTHOCONNECTICUT, PLLC ORTHOCONNECTICUT, PLLC EMPLOYEES 401(K) PROFIT SHARING PLAN | DANBURY CT | 189 | $63.1M | $2.9M |