Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds Europacific Growth Fund- R4 in their Schedule of Assets, totaling $27.2M 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 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $7.5M |
| 2 | DOVENMUEHLE MORTGAGE, INC. DOVENMUEHLE MORTGAGE, INC. SAVINGS AND RETIREMENT PLAN | LAKE ZURICH IL | 2,116 | $64.1M | $3.0M |
| 3 | DICKINSON COLLEGE |
CARLISLE PA |
| 1,013 |
| $142.6M |
| $2.8M |
| 4 | UNIVERSAL AVIONICS SYSTEMS CORPORATION UNIVERSAL AVIONICS SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN | TUCSON AZ | 333 | $64.8M | $2.6M |
| 5 | JOINT BOARD OF TRUSTEES OF THE ILLINOIS OPERATIVE PLASTERERS & CEMENT ILLINOIS OPERATIVE PLASTERERS & CEMENT MASONS ANNUITY FUND | PEORIA IL | 1,416 | $35.9M | $2.1M |
| 6 | LEYDIG, VOIT & MAYER, LTD. LEYDIG, VOIT & MAYER, LTD. 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 151 | $149.3M | $1.6M |
| 7 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $1.1M |
| 8 | TRANSYLVANIA UNIVERSITY TRANSYLVANIA UNIVERSITY RETIREMENT PLAN | LEXINGTON KY | 412 | $77.6M | $1.1M |
| 9 | DOWNS RACHLIN MARTIN PLLC DOWNS RACHLIN MARTIN RETIREMENT PLAN | ST. JOHNSBURY VT | 129 | $119.6M | $927K |
| 10 | DUNGARVIN GROUP, INC. DUNGARVIN 401(K) RETIREMENT PLAN | MENDOTA HEIGHTS MN | 3,119 | $23.0M | $647K |
