Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Europacific Growth Fund N/R in their Schedule of Assets, totaling $68.0M 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 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $44.2M |
| 2 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $15.7M |
| 3 | CMD CORPORATION CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN |
APPLETON WI |
| 191 |
| $53.3M |
| $2.3M |
| 4 | GROUPON, INC. GROUPON, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 445 | $123.9M | $1.4M |
| 5 | GANNON UNIVERSITY GANNON UNIVERSITY DEFINED CONTRIBUTION PLAN | ERIE PA | 1,032 | $175.3M | $927K |
| 6 | DREXEL BUILDING SUPPLY, INC. DREXEL BUILDING SUPPLY, INC. 401(K) PLAN | CAMPBELLSPORT WI | 584 | $32.1M | $914K |
| 7 | SUMMIT FINANCIAL GROUP, INC. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 487 | $43.0M | $821K |
| 8 | CLIMATEC, LLC CLIMATEC EMPLOYEE SAVINGS PLAN | PHOENIX AZ | 1,229 | $118.4M | $594K |
| 9 | STUMPF MOTOR COMPANY, INC. STUMPF MOTOR CO., INC. PROFIT SHARING, SAVINGS & INVESTMENT PLAN | APPLETON WI | 109 | $14.0M | $412K |
| 10 | MOLDED DIMENSIONS, LLC MOLDED DIMENSIONS, LLC 401(K) SALARY REDUCTION PLAN & TRUST | PORT WASHINGTON WI | 207 | $15.4M | $358K |
