Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds Europacific Growth Fund- R4 in their Schedule of Assets, totaling $23.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | DICKINSON COLLEGE DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN | CARLISLE PA | 1,013 | $142.6M | $2.8M |
| 3 | UNIVERSAL AVIONICS SYSTEMS CORPORATION |
TUCSON AZ |
| 333 |
| $64.8M |
| $2.6M |
| 4 | 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 |
| 5 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $1.1M |
| 6 | DOWNS RACHLIN MARTIN PLLC DOWNS RACHLIN MARTIN RETIREMENT PLAN | ST. JOHNSBURY VT | 129 | $119.6M | $927K |
| 7 | AMERICAN SOCIETY OF CIVIL ENGINEERS AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN | RESTON VA | 239 | $57.9M | $662K |
| 8 | DUNGARVIN GROUP, INC. DUNGARVIN 401(K) RETIREMENT PLAN | MENDOTA HEIGHTS MN | 3,119 | $23.0M | $647K |
| 9 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN | LOUISVILLE KY | 465 | $104.0M | $597K |
| 10 | DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC. DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 195 | $22.0M | $541K |
