Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds EuroPacific Growth Fund R-6 - in their Schedule of Assets, totaling $10.2M 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 | BIERLEIN COMPANIES, INC. BIERLEIN 401(K) PROFIT SHARING PLAN | MIDLAND MI | 262 | $60.4M | $5.4M |
| 2 | FORTRA, LLC FORTRA, LLC 401(K) SAVINGS PLAN | EDEN PRAIRIE MN | 1,221 | $206.9M | $2.3M |
| 3 | PURE FISHING, INC PURE FISHING, INC RETIREMENT PLAN |
COLUMBIA SC |
| 1,186 |
| $89.0M |
| $1.3M |
| 4 | KENCREST SERVICES, INC. KEN-CREST SERVICES 403(B) RETIREMENT PLAN | BLUE BELL PA | 1,640 | $54.8M | $1.2M |
| 5 | HCW MANAGEMENT CONSULTANTS, LLC HCW MANAGEMENT CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN | BRANSON MO | 293 | $3.7M | $38K |
