Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Europacific Growth Fund Mutual funds in their Schedule of Assets, totaling $13.0M 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 | MARUBENI AMERICA CORPORATION MARUBENI GROUP RETIREMENT SAVINGS PLAN | NEW YORK NY | 951 | $222.0M | $5.4M |
| 2 | PREMIER HEALTH PARTNERS EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | DAYTON OH | 13,042 | $570.8M | $2.0M |
| 3 | SPRENGER ENTERPRISES, INC. |
LORAIN OH |
| 1,874 |
| $31.1M |
| $1.7M |
| 4 | AMERICAN BEVERAGE MARKETERS AMERICAN BEVERAGE MARKETERS 401K RETIREMENT PLAN | NEW ALBANY IN | 178 | $36.4M | $1.3M |
| 5 | COHEN HOLDINGS, INC. COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST | MIDDLETOWN OH | 313 | $20.6M | $944K |
| 6 | AETHON ENERGY OPERATING LLC AETHON ENERGY OPERATING LLC EMPLOYEE SAVINGS PLAN | DALLAS TX | 327 | $46.8M | $478K |
| 7 | THE WINTER GROUP OF COMPANIES THE WINTER GROUP OF COMPANIES 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 187 | $21.8M | $404K |
| 8 | CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN | EUGENE OR | 77 | $15.5M | $211K |
| 9 | GREEN RIVER REGIONAL MENTAL HEALTH/MENTAL RIVER VALLEY AND AFFILIATES 403(B) RETIREMENT SAVINGS PLAN | OWENSBORO KY | 726 | $7.4M | $206K |
| 10 | DON'S MOBILE GLASS, INC. DON'S MOBILE GLASS INC. PROFIT SHARING 401(K) PLAN | MODESTO CA | 179 | $7.5M | $107K |
