Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding American Funds Europacific Growth Fund Class R6 Mutual fund in their Schedule of Assets, totaling $435.3M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG RETIREMENT SAVINGS PLAN | SECAUCUS NJ | 55,849 | $18.3B | $258.0M |
| 2 | LAM RESEARCH CORPORATION SAVINGS PLUS PLAN, LAM RESEARCH 401(K) | FREMONT CA | 8,132 | $2.8B | $53.0M |
| 3 | JABIL, INC. JABIL 401(K) RETIREMENT PLAN |
ST. PETERSBURG FL |
| 10,610 |
| $1.3B |
| $40.2M |
| 4 | J.B. HUNT TRANSPORT SERVICES, INC. J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN | LOWELL AR | 34,171 | $1.4B | $34.6M |
| 5 | OGE ENERGY CORP. OGE ENERGY CORP. EMPLOYEES' STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 2,284 | $834.1M | $18.7M |
| 6 | WEST PHARMACEUTICAL SERVICES, INC. WEST PHARMACEUTICAL SERVICES, INC. 401(K) PLAN | EXTON PA | 4,473 | $520.8M | $10.1M |
| 7 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $4.0M |
| 8 | ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. ANESTHESIA ASSOCIATES OF KANSAS CITY, P.A. 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 239 | $180.7M | $3.2M |
| 9 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $1.7M |
| 10 | OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN | ALTOONA WI | 399 | $24.6M | $1.2M |