Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Europacific Gr R4 Mutual fund in their Schedule of Assets, totaling $12.8M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $3.6M |
| 2 | JANESVILLE SAND & GRAVEL CO. JANESVILLE SAND & GRAVEL CO. AND LYCON INC. SAVINGS & RETIREMENT PLAN | JANESVILLE WI | 297 | $54.7M | $1.7M |
| 3 | ALLIED BEVERAGE GROUP, L.L.C. |
ELIZABETH NJ |
| 392 |
| $72.9M |
| $1.6M |
| 4 | QUALITY CHEMICAL LABORATORIES, LLC QUALITY CHEMICAL LABORATORIES, LLC RETIREMENT SAVINGS PLAN | WILMINGTON NC | 241 | $17.0M | $1.5M |
| 5 | PIA AUTOMATION US INC PIA AUTOMATION US INC 401K RETIREMENT PLAN | EVANSVILLE IN | 59 | $11.0M | $1.1M |
| 6 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP LOCAL 2-D UNION RETIREMENT PLAN | ELIZABETH NJ | 284 | $90.8M | $1.0M |
| 7 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $395K |
| 8 | TAP PLASTICS, INC. TAP PLASTICS PROFIT SHARING 401(K) PLAN | SAN LEANDRO CA | 86 | $16.2M | $332K |
| 9 | NATIONAL WILD TURKEY FEDERATION, INC. NATIONAL WILD TURKEY FEDERATION'S MASTER 401(K) | EDGEFIELD SC | 218 | $29.3M | $293K |
| 10 | WEG ELECTRIC CORP. WEG ELECTRIC CORP. RETIREMENT READINESS 401(K) PLAN | BLUFFTON IN | 259 | $5.0M | $265K |
