Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Europacific Growth Mutual Fund NR in their Schedule of Assets, totaling $25.9M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $7.8M |
| 2 | THE UNITED STATES PHARMACOPEIAL CONVENTION THE UNITED STATES PHARMACOPEIAL CONVENTION 401(K) SAVINGS PLAN | ROCKVILLE MD | 871 | $344.2M | $6.3M |
| 3 | AMSI AMSI 401(K) PLAN |
WEST PALM BEACH FL |
| 17,534 |
| $379.5M |
| $4.4M |
| 4 | NATIONAL AUTOMOBILE DEALERS ASSN NATIONAL AUTOMOBILE DEALERS ASSN 401(K) PLAN | TYSONS VA | 171 | $90.9M | $2.4M |
| 5 | ABACUS TECHNOLOGY CORPORATION ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST | CHEVY CHASE MD | 738 | $108.8M | $1.4M |
| 6 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $1.4M |
| 7 | AL BAUMANN CHEVROLET BUICK, INC. AL BAUMANN CHEVROLET BUICK, INC. 401(K) PLAN | FREMONT OH | 234 | $17.1M | $554K |
| 8 | GILLMAN SERVICES, INC. GILLMAN SERVICES, INC. 401(K) PLAN | HOUSTON TX | 921 | $30.4M | $546K |
| 9 | PIERRE ENTERPRISES, INC. PIERRE ENTERPRISES, INC. 401(K) PLAN | SEATTLE WA | 341 | $16.9M | $367K |
| 10 | SUTHERLIN MANAGEMENT, INC. SUTHERLIN MANAGEMENT, INC. 401(K) PLAN | WETUMPKA AL | 421 | $5.7M | $352K |
