Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Europacific Gr R6 Registered investment companies in their Schedule of Assets, totaling $33.8M 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 | COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN | MONTEREY CA | 2,919 | $380.9M | $20.2M |
| 2 | SUNSWEET GROWERS INC. SUNSWEET GROWERS INC, 401(K) PLAN | YUBA CITY CA | 316 | $74.7M | $8.9M |
| 3 | OPUS ONE WINERY, LLC |
OAKVILLE CA |
| 120 |
| $25.3M |
| $973K |
| 4 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $910K |
| 5 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $790K |
| 6 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $762K |
| 7 | THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL NY | 120 | $9.5M | $610K |
| 8 | PENTAGON TECHNOLOGIES GROUP, INC. PENTAGON TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 675 | $31.1M | $422K |
| 9 | TYREE OIL, INC. TYREE 401(K) PLAN | EUGENE OR | 201 | $9.0M | $92K |
| 10 | ALAMEDA COUNTY COMMUNITY FOOD BANK ALAMEDA COUNTY COMMUNITY FOOD BANK 403(B) PLAN | OAKLAND CA | 156 | $14.1M | $92K |
