Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Europacific Gr R4 in their Schedule of Assets, totaling $27.2M 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 | MARY KAY INC. MARY KAY INC. PROFIT SHARING AND 401(K) PLAN | ADDISON TX | 1,459 | $792.7M | $12.5M |
| 2 | SCIENCE SYSTEMS AND APPLICATIONS, INC. SCIENCE SYSTEMS AND APPLICATIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 692 | $228.2M | $4.5M |
| 3 | FHP MANAGEMENT, INC. |
CHICAGO IL |
| 507 |
| $50.6M |
| $2.1M |
| 4 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $1.7M |
| 5 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $1.3M |
| 6 | TRESCA BROTHERS SAND AND GRAVEL, INC. TRESCA BROTHERS SAND AND GRAVEL, INC. PROFIT SHARING 401(K) PLAN | MILLIS MA | 118 | $13.9M | $1.2M |
| 7 | TEXTILE RUBBER & CHEMICAL CO., INC. TEXTILE RUBBER & CHEMICAL CO., INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | DALTON GA | 356 | $45.9M | $971K |
| 8 | THE DINGLEY PRESS, INC. THE DINGLEY PRESS 401(K) RETIREMENT PLAN | LISBON ME | 325 | $14.6M | $875K |
| 9 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU LOCAL UNION 373 U.A. ANNUITY FUND | MOUNTAINVILLE NY | 581 | $47.8M | $622K |
| 10 | CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN | HUNTERSVILLE NC | 144 | $38.3M | $516K |
