Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds EuroPacific Gr R4 Registered investment company in their Schedule of Assets, totaling $4.1M 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 | OREGON RESEARCH INSTITUTE OREGON RESEARCH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD OR | 99 | $41.4M | $1.5M |
| 2 | BAY SHIP AND YACHT COMPANY BAY SHIP & YACHT COMPANY 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 368 | $35.4M | $1.4M |
| 3 | UNIVERSAL LAND CONSTRUCTION COMPANY |
WOODINVILLE WA |
| 68 |
| $15.0M |
| $540K |
| 4 | ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN | LAGUNA HILLS CA | 123 | $20.1M | $293K |
| 5 | EDUPOINT EDUCATIONAL SYSTEMS, LLC EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 252 | $32.1M | $214K |
| 6 | DAVIDSON'S, INC. DAVIDSON'S, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | PRESCOTT AZ | 239 | $18.2M | $99K |
