Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds Europacific Growth Fund Pooled separate account in their Schedule of Assets, totaling $8.9M 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 | MIDWEST TAPE, LLC MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN | HOLLAND OH | 385 | $38.9M | $1.1M |
| 2 | SHEET METAL WORKERS LOCAL 33 SHEET METAL WORKERS' LOCAL 33 PROFIT SHARING ANNUITY PLAN | PARMA OH | 3,973 | $176.5M | $864K |
| 3 | MARQUETTE TRANSPORTATION COMPANY, LLC |
PADUCAH KY |
| 1,390 |
| $94.0M |
| $832K |
| 4 | THE EAST LOS ANGELES COMMUNITY UNION TELACU ACCUMULATION PLAN | LOS ANGELES CA | 423 | $44.1M | $792K |
| 5 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $606K |
| 6 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $546K |
| 7 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $519K |
| 8 | ORG CHEM GROUP, LLC ORG CHEM GROUP, LLC 401(K) PLAN | EVANSVILLE IN | 122 | $12.6M | $412K |
| 9 | ROCK OF AGES CORPORATION SWENSON GRANITE 401(K) RETIREMENT PLAN | GRANITEVILLE VT | 112 | $29.3M | $405K |
| 10 | MDBS, INC. SALARIED MDBS SALARIED 401(K) PLAN | AURORA IL | 116 | $7.4M | $393K |
