Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 143 U.S. retirement plans report holding American Funds EuroPacific Gr R6 American Funds 0 in their Schedule of Assets, totaling $50.7M 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 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $3.7M |
| 2 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $2.6M |
| 3 | FINSBURY GLOVER HERING CORPORATION FGH NORTH AMERICA 401(K) PLAN |
WASHINGTON DC |
| 610 |
| $53.7M |
| $2.3M |
| 4 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $2.1M |
| 5 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $1.8M |
| 6 | MBS OPCO LLC MBS OPCO LLC 401 (K) PLAN | HAILEY ID | 103 | $26.0M | $1.4M |
| 7 | NTS DEVELOPMENT COMPANY NTS DEVELOPMENT COMPANY RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 208 | $35.4M | $1.3M |
| 8 | ERVIN INDUSTRIES, INC. ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | ANN ARBOR MI | 156 | $52.0M | $1.3M |
| 9 | AMERICAN CONSULTING SERVICES, INC. AMERICAN CONSULTING SERVICES, INC. 401(K) PLAN | ST. PAUL MN | 481 | $49.2M | $1.2M |
| 10 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $1.2M |
