Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds EuroPacific Growth Fund R5 in their Schedule of Assets, totaling $21.7M 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 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR PARTNERS & EMPLOYEES | PHILADELPHIA PA | 797 | $461.3M | $14.1M |
| 2 | BALLARD SPAHR LLP BALLARD SPAHR LLP 401(K) PLAN FOR ASSOCIATES | PHILADELPHIA PA | 344 | $161.7M | $3.8M |
| 3 | FLEXFAB HORIZONS INTERNATIONAL FLEXFAB PENSION PLAN |
HASTINGS MI |
| 105 |
| $22.8M |
| $2.9M |
| 4 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $596K |
| 5 | SHAKE SHACK ENTERPRISES, LLC SHAKE SHACK RETIREMENT PLAN | NEW YORK NY | 6,120 | $45.5M | $166K |
| 6 | GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI NY | 162 | $8.8M | $84K |
| 7 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $66K |
