Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding American funds europacific gr r6 Mutual funds in their Schedule of Assets, totaling $97.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $14.8M |
| 2 | ACCOR MANAGEMENT US, INC. ACCOR 401(K) PLAN | — | 7,617 | $372.9M | $13.7M |
| 3 | H. LEE MOFFITT CANCER CENTER H LEE MOFFITT CANCER CENTER AND RESEARCH INST 403(B) RETIRE PLAN |
TAMPA FL |
| 9,962 |
| $802.8M |
| $12.2M |
| 4 | NEW LIBERTY HOSPITAL CORPORATION NEW LIBERTY HOSPITAL CORPORATION RETIREMENT INCOME PLAN | LIBERTY MO | 1,979 | $171.4M | $9.7M |
| 5 | H. LEE MOFFITT CANCER CENTER H. LEE MOFFITT CANCER CENTER & RESEARCH INST, INC. RETIRE PLAN | TAMPA FL | 9,939 | $504.7M | $7.5M |
| 6 | GREAT PLAINS MANUFACTURING, INCORPORATED GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLAN | SALINA KS | 2,125 | $149.1M | $6.5M |
| 7 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $4.9M |
| 8 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $4.3M |
| 9 | PRIDE CAPITAL PARTNERS, LLC PRIDE CAPITAL PARTNERS, LLC 401(K) PLAN | NEW YORK NY | 4,743 | $40.9M | $2.8M |
| 10 | PGH WONG ENGINEERING, INC. PGH WONG ENGINEERING, INC. 401(K) PLAN | SAN FRANCISCO CA | 286 | $77.6M | $2.5M |
