Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Europacific Growth Fund-R5 in their Schedule of Assets, totaling $7.5M 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 | THE PINGRY CORPORATION THE PINGRY CORPORATION DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 124 | $80.7M | $1.7M |
| 2 | THE PINGRY CORPORATION PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 337 | $54.4M | $1.3M |
| 3 | PRESIDENT AND TRUSTEES OF BATES COLLEGE |
LEWISTON ME |
| 750 |
| $173.0M |
| $925K |
| 4 | ATLANTIC MEDICAL MANAGEMENT, LLC ATLANTIC MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 307 | $14.5M | $868K |
| 5 | HOPEHEALTH HOPEHEALTH RETIREMENT PLAN | PROVIDENCE RI | 392 | $39.8M | $638K |
| 6 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $596K |
| 7 | SOPHEON CORPORATION SOPHEON 401(K) PROFIT SHARING PLAN | BLOOMINGTON MN | 86 | $21.3M | $495K |
| 8 | MVE GROUP, INC. MVE GROUP, INC. 401(K) PLAN | EPHRATA PA | 131 | $6.4M | $280K |
| 9 | I.D. IMAGES, LLC I.D. IMAGES LLC RETIREMENT PLAN | BRUNSWICK OH | 328 | $17.2M | $242K |
| 10 | SHAKE SHACK ENTERPRISES, LLC SHAKE SHACK RETIREMENT PLAN | NEW YORK NY | 6,120 | $45.5M | $166K |
