Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Europacific Gr R5 Mutual Fund in their Schedule of Assets, totaling $66.7M 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 | PREVEA CLINIC, INC. PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN | GREEN BAY WI | 2,068 | $491.7M | $16.5M |
| 2 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $15.4M |
| 3 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST |
BIRMINGHAM AL |
| 801 |
| $409.8M |
| $14.9M |
| 4 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN | RICHARDSON TX | 1,503 | $187.2M | $7.5M |
| 5 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $2.1M |
| 6 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 650 | $81.1M | $1.9M |
| 7 | COMMUNITY HEALTH PLAN OF WASHINGTON COMMUNITY HEALTH PLAN/COMMUNITY HEALTH NETWORK 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 729 | $94.9M | $1.7M |
| 8 | MINNESOTA HOCKEY VENTURES GROUP, L.P. MINNESOTA WILD 401(K) PLAN | ST. PAUL MN | 954 | $39.5M | $1.7M |
| 9 | CORVIAS GROUP, LLC CORVIAS GROUP, LLC SAVINGS & RETIREMENT PLAN | WARWICK RI | 738 | $55.6M | $1.1M |
| 10 | SOLID GROUND WASHINGTON SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN | SEATTLE WA | 245 | $13.4M | $1.1M |
