Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Europacific Growth R2E* in their Schedule of Assets, totaling $1.4M 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 | ADA MOTORS, INC. DBA BURIEN TOYOTA SCION BURIEN TOYOTA/BURIEN CHEVROLET 401(K) PLAN | BURIEN WA | 85 | $10.9M | $591K |
| 2 | CLEARCAPITAL.COM, INC. CLEARCAPITAL 401(K) PLAN | RENO NV | 288 | $33.2M | $383K |
| 3 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN |
SOMERSET KY |
| 93 |
| $8.2M |
| $134K |
| 4 | RBK, INC. SWP-JPI-LEF-SWD 401(K) PLAN | SYRACUSE IN | 262 | $3.2M | $89K |
| 5 | IFC SERVICES, INC. IFC SERVICES 401(K) PROFIT SHARING PLAN | MOUNT UNION PA | 176 | $5.7M | $72K |
| 6 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $68K |
| 7 | SAGE MILLIMETER INC ERAVANT 401(K) PLAN | TORRANCE CA | 78 | $8.0M | $66K |
| 8 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN | COLORADO SPRINGS CO | 426 | $3.0M | $17K |
| 9 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN | COCONUT CREEK FL | 221 | $6.1M | $12K |
