Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Europacific Growth Class R6 Registered investment company in their Schedule of Assets, totaling $33.5M 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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $23.7M |
| 2 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $5.2M |
| 3 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN |
GREENBRAE CA |
| 1,904 |
| $187.1M |
| $4.2M |
| 4 | JEWISH FAMILY & CHILDRENS SERVICE THE JF&CS PARTNERSHIP 403(B) PLAN | WALTHAM MA | 268 | $13.2M | $235K |
| 5 | NICHOLAS H. NOYES MEMORIAL HOSPITAL NICHOLAS H. NOYES TAX SHELTERED SAVINGS PLAN | DANSVILLE NY | 566 | $35.6M | $104K |
