Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Europacific Growth Fund Class R-5 in their Schedule of Assets, totaling $5.1M 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 | ROGERS GROUP, INC. ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 3,037 | $205.9M | $2.6M |
| 2 | NEDERMAN HOLDING USA, INC. NEDERMAN HOLDING USA, INC. 401(K) PLAN | CHARLOTTE NC | 562 | $41.7M | $715K |
| 3 | MACK MOLDING COMPANY, INC. MACK MOLDING COMPANY EMPLOYEE SAVINGS AND PROFIT SHARING PLAN |
ARLINGTON VT |
| 1,743 |
| $97.2M |
| $665K |
| 4 | PEOPLES COMMUNITY HEALTH CLINIC, INC. PEOPLES COMMUNITY HEALTH CLINIC, INC. 401(K) PROFIT SHARING PLAN | WATERLOO IA | 152 | $18.4M | $588K |
| 5 | WELCH SENIOR LIVING, LLC WELCH SENIOR LIVING, LLC SAVINGS PLAN | ROCKLAND MA | 487 | $12.3M | $249K |
| 6 | PICARRO, INC. PICARRO, INC. 401(K) PLAN | SANTA CLARA CA | 288 | $33.1M | $225K |