Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Europac Growth R5 Mutual Fund in their Schedule of Assets, totaling $7.9M 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 | THE SCRIPPS RESEARCH INSTITUTE THE SCRIPPS RESEARCH INSTITUTE FACULTY AND MANAGEMENT RETIREMENT PLAN | LA JOLLA CA | 646 | $304.3M | $4.8M |
| 2 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $3.0M |
| 3 | E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. |
BEVERLY HILLS CA |
| 564 |
| $31.6M |
| $52K |
