Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds Europacific Growth Fund Mutual fund N/A in their Schedule of Assets, totaling $93.6M 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 | SANFORD SANFORD RETIREMENT SAVINGS PLAN | FARGO ND | 33,144 | $3.6B | $65.0M |
| 2 | WINONA HEALTH SERVICES WINONA HEALTH EMPLOYEES' RETIREMENT PLAN | WINONA MN | 937 | $96.7M | $6.3M |
| 3 | V3 COMPANIES, LTD. V3 COMPANIES, LTD. 401(K) PLAN |
| 351 |
| $76.3M |
| $4.3M |
| 4 | KAPLAN TRUCKING COMPANY BESSEMER MANAGEMENT COMPANY 401(K) PLAN | CLEVELAND OH | 230 | $23.7M | $2.9M |
| 5 | ALTERRA MOUNTAIN COMPANY ALTERRA MOUNTAIN COMPANY U.S. INC. 401(K) RETIREMENT PLAN | DENVER CO | 19,494 | $365.8M | $2.2M |
| 6 | MINNWEST CORPORATION MINNWEST CORPORATION 401(K) PLAN | MINNETONKA MN | 404 | $72.5M | $2.0M |
| 7 | WESTFIELD DISTRIBUTING (ND), INC. AGI 401(K) RETIREMENT PLAN | NAPERVILLE IL | 580 | $49.4M | $2.0M |
| 8 | POMPS TIRE SERVICE INC. POMPS TIRE SERVICE INC SALARY SAVINGS PLAN | GREEN BAY WI | 2,753 | $160.9M | $2.0M |
| 9 | BARTON HEALTHCARE SYSTEM BARTON HEALTH 403(B) PLAN | SOUTH LAKE TAHOE CA | 847 | $92.7M | $1.6M |
| 10 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $1.2M |
