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 R6 Registered investment company in their Schedule of Assets, totaling $23.8M 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 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE TAX DEFERRED ANNUITY PLAN | ITHACA NY | 12,526 | $1.6B | $9.6M |
| 2 | CORNELL UNIVERSITY WEILL CORNELL MEDICAL COLLEGE RETIREMENT PLAN FOR FACULTY AND EXEMPT EMPLOYEES | ITHACA NY | 5,517 | $2.2B | $9.1M |
| 3 | ST. JOHN FISHER UNIVERSITY |
ROCHESTER NY |
| 1,222 |
| $197.7M |
| $4.5M |
| 4 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD 401(K) PLAN | — | 952 | $41.6M | $304K |
| 5 | CODA RESOURCES LTD CODA RESOURCES LTD. 401(K) PLAN | ABERDEEN NJ | 141 | $18.4M | $282K |
| 6 | ALTERNATIVE FAMILY SERVICES, INC. ALTERNATIVE FAMILY SERVICES TAX SHELTERED ANNUITY PLAN | SANTA ROSA CA | 124 | $6.0M | $18K |
