Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds EuroPacific Growth Fund® Class R-6 Mutual Funds in their Schedule of Assets, totaling $41.2M 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 | PRIMO WATER HOLDINGS INC PRIMO RETIREMENT SAVINGS PLAN | TAMPA FL | 5,828 | $371.6M | $18.8M |
| 2 | GRAND TRUNK CORPORATION CANADIAN NATIONAL RAILWAY COMPANY SAVINGS PLAN FOR U.S. OPERATIONS | HOMEWOOD IL | 7,289 | $767.4M | $15.8M |
| 3 | PENCOR SERVICES, INC. PENCOR SERVICES, INC. 401(K) SALARY REDUCTION PLAN |
PALMERTON PA |
| 710 |
| $29.0M |
| $1.6M |
| 4 | THE WILDERNESS SOCIETY THE WILDERNESS SOCIETY 403(B) PLAN | WASHINGTON DC | 140 | $25.7M | $1.4M |
| 5 | OREGON MUTUAL INSURANCE COMPANY OREGON MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN | MCMINNVILLE OR | 143 | $42.9M | $1.3M |
| 6 | THE WILDERNESS SOCIETY THE WILDERNESS SOCIETY 401(A) RETIREMENT PLAN | WASHINGTON DC | 135 | $18.8M | $1.0M |
| 7 | GUIDE DOGS FOR THE BLIND, INC. GUIDE DOGS FOR THE BLIND, INC. 403(B) PLAN | SAN RAFAEL CA | 333 | $66.5M | $596K |
| 8 | PRECISION ANALYTICAL, INC. PRECISION ANALYTICAL, INC. 401(K) PLAN | MCMINNVILLE OR | 128 | $6.3M | $261K |
| 9 | TWIST BIOSCIENCE CORPORATION TWIST BIOSCIENCE CORPORATION 401(K) PLAN | SOUTH SANFRANCISCO CA | 542 | $28.5M | $167K |
| 10 | PENTELEDATA LIMITED PARTNERSHIP I PENTELEDATA LTD. PARTNERSHIP 401(K) SALARY REDUCTION PLAN | PALMERTON PA | 252 | $7.1M | $124K |
