Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Europacific Growth R3 " in their Schedule of Assets, totaling $10.4M 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 | CONNECTICUT ORTHOPAEDIC SPECIALISTS P.C. CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN | HAMDEN CT | 648 | $115.2M | $5.6M |
| 2 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $3.0M |
| 3 | OHANA PACIFIC MANAGEMENT CO., INC. |
KANEOHE HI |
| 586 |
| $11.5M |
| $462K |
| 4 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN | CHEYENNE WY | 77 | $11.7M | $344K |
| 5 | THE CURTIS INSTITUTE OF MUSIC THE CURTIS INSTITUTE OF MUSIC RETIREMENT PLAN | PHILADELPHIA PA | 66 | $13.5M | $221K |
| 6 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN | SUPERIOR WI | 137 | $6.8M | $161K |
| 7 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $134K |
| 8 | HOME RUN INN, INC. HOME RUN INN, INC. 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 335 | $12.7M | $108K |
| 9 | VIWINCO, INC. VIWINCO, INC. 401(K) PLAN | MORGANTOWN PA | 367 | $8.2M | $97K |
| 10 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $81K |
