Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding American Funds Europacific Growth Fund, Class R-6 in their Schedule of Assets, totaling $325.9M 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 | PROHEALTH PHYSICIANS, P.C. OPTUMCARE 401(K) RETIREMENT PLAN | MINNETONKA MN | 34,555 | $4.6B | $96.3M |
| 2 | THE CAMPBELL'S COMPANY THE CAMPBELL'S COMPANY 401(K) RETIREMENT PLAN | CAMDEN NJ | 13,566 | $2.2B | $56.6M |
| 3 | PUBLIX SUPER MARKETS, INC. PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN |
LAKELAND FL |
| 209,120 |
| $8.1B |
| $53.2M |
| 4 | OWENSBORO HEALTH, INC. OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN | OWENSBORO KY | 3,740 | $205.2M | $39.7M |
| 5 | SURGICAL CARE AFFILIATES, LLC SURGICAL CARE AFFILIATES, LLC RETIREMENT INVESTMENT PLAN | MINNETONKA MN | 13,426 | $712.8M | $15.4M |
| 6 | KS MANAGEMENT SERVICES, L.L.C. KELSEY-SEYBOLD 401(K) PLAN | MINNETONKA MN | 6,334 | $743.5M | $15.2M |
| 7 | OPTUM MEDICAL SERVICES, P.C. OPTUM PARTNER SERVICES 401(K) SAVINGS PLAN | MINNETONKA MN | 3,160 | $613.0M | $13.0M |
| 8 | NEW YORK COMMUNITY BANCORP, INC. THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC. | HICKSVILLE NY | 234 | $254.6M | $9.5M |
| 9 | CARGILL, INCORPORATED THE CARGILL PARTNERSHIP PLAN | WAYZATA MN | 26,979 | $8.9B | $8.8M |
| 10 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $6.3M |
