Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Europacific Gr R6 Mutual fund in their Schedule of Assets, totaling $6.3M 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 | RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA GA | 1,029 | $187.3M | $4.3M |
| 2 | EMI INDUSTRIES LLC EMI INDUSTRIES, LLC 401(K) & BONUS PLAN | TAMPA FL | 317 | $17.9M | $471K |
| 3 | CIVIL SERVICE EMPLOYEES INSURANCE GROUP CIVIL SERVICE EMPLOYEES INSURANCE GROUP 401(K) PLAN |
BEAVERTON OR |
| 130 |
| $21.6M |
| $287K |
| 4 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $246K |
| 5 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $171K |
| 6 | ANOKIWAVE, INC. ANOKIWAVE RETIREMENT SAVINGS PLAN | BILLERICA MA | 50 | $11.2M | $138K |
| 7 | UNITY MEDICAL CENTER UNITY MEDICAL CENTER 401(K) PROFIT SHARING PLAN | GRAFTON ND | 170 | $9.1M | $129K |
| 8 | WELLSPAN HEALTH CHAMBERSBURG HOSPITAL 401(A) PLAN AND TRUST | NEWYORK PA | 866 | $5.3M | $128K |
| 9 | HIMAGINE SOLUTIONS, INC. HIMAGINE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 1,278 | $19.2M | $88K |
| 10 | THE RICHMOND SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS RICHMOND SPCA 401(K) PLAN | RICHMOND VA | 149 | $4.6M | $76K |
