Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds EuroPacific Growth Fund Class Mutual fund in their Schedule of Assets, totaling $2.4M 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 | VERITEX COMMUNITY BANK VERITEX COMMUNITY BANK 401(K) PLAN | DALLAS TX | 869 | $84.0M | $1.8M |
| 2 | VMG HOLDINGS LLC VMG HOLDINGS LLC 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 302 | $34.0M | $400K |
| 3 | KATAHDIN VALLEY HEALTH CENTER KATAHDIN VALLEY HEALTH CENTER SAFE HARBOR 401(K) PLAN |
PATTEN ME |
| 160 |
| $5.9M |
| $121K |
