Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Europacific Growth Class R6 in their Schedule of Assets, totaling $49.9M 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 | THE VALLEY HOSPITAL 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE VALLEY HOSPITAL | PARAMUS NJ | 6,085 | $1.1B | $23.1M |
| 2 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $8.5M |
| 3 | COHEN, SEGLIAS, PALLAS, GREENHALL & FURMAN, P.C. |
PHILADELPHIA PA |
| 132 |
| $42.4M |
| $4.0M |
| 4 | UOFL HEALTH, INC. UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,008 | $37.0M | $2.5M |
| 5 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $2.3M |
| 6 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN | GREENSBORO NC | 187 | $69.4M | $2.2M |
| 7 | REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 753 | $76.2M | $2.0M |
| 8 | GREENPATH, INC. GREENPATH, INC. 403(B) RETIREMENT PLAN | FARMINGTON HILLS MI | 465 | $50.5M | $1.5M |
| 9 | ORLEANS COMMUNITY HEALTH ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN | MEDINA NY | 352 | $18.4M | $863K |
| 10 | MARSHALL B. KETCHUM UNIVERSITY MBKU 403(B) VOLUNTARY RETIREMENT PLAN | FULLERTON CA | 242 | $25.4M | $784K |
