Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds Europacific Gr R6 Mutual fund N/A in their Schedule of Assets, totaling $23.8M 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 | HAMMEL, GREEN AND ABRAHAMSON, INC. HGA 401K SAVINGS PLAN | MINNEAPOLIS MN | 1,080 | $259.8M | $11.0M |
| 2 | SUMMIT AUTOMOTIVE PARTNERS SUMMIT AUTOMOTIVE PARTNERS RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 770 | $37.7M | $2.6M |
| 3 | NORTH STAR MUTUAL INSURANCE COMPANY NORTH STAR MUTUAL INSURANCE COMPANY 401(K) PLAN |
COTTONWOOD MN |
| 282 |
| $45.1M |
| $1.4M |
| 4 | IMAGETREND, LLC IMAGETREND, LLC 401(K) RETIREMENT PLAN | EAGAN MN | 339 | $30.2M | $983K |
| 5 | HOUSTON ENGINEERING, INC. HOUSTON ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 247 | $54.8M | $974K |
| 6 | PBMARES LLP PBMARES 401(K) PLAN | NEWPORT NEWS VA | 405 | $65.8M | $963K |
| 7 | MERJENT INC. MERJENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 270 | $25.9M | $832K |
| 8 | GERBERS POULTRY, INC. GERBERS POULTRY, INC. 401(K) PROFIT SHARING PLAN | KIDRON OH | 477 | $7.1M | $802K |
| 9 | THE EQUITY TECHNOLOGY GROUP, INC. THE EQUITY TECHNOLOGY GROUP 401(K) PLAN | SHAKER HEIGHTS OH | 183 | $24.8M | $699K |
| 10 | INTEGRATED SERVICE COMPANY LLC INSERV 401(K) PLAN | TULSA OK | 1,917 | $28.6M | $698K |
