Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds Europacific Growth R4 " in their Schedule of Assets, totaling $107.0M 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 | UNIVERSITY MEDICAL CENTER, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 8,388 | $365.1M | $69.6M |
| 2 | PIPE FITTERS LOCAL NO 533 PENSION PLAN PIPE FITTERS LOCAL NO 533 PENSION PLAN | KANSAS CITY MO | 1,235 | $330.2M | $15.7M |
| 3 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN |
ST. CLOUD MN |
| 201 |
| $49.9M |
| $5.4M |
| 4 | UNIVERSITY MEDICAL CENTER, INC. DBA UOFL HOSPITAL UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,180 | $30.3M | $3.3M |
| 5 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN | HOLMDEL NJ | 707 | $105.9M | $2.7M |
| 6 | INTERCONTINENTAL MANAGEMENT CORP. INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN | BOSTON MA | 124 | $42.9M | $1.5M |
| 7 | TENOVA, INC. TENOVA, INC. 401(K) PLAN | CORAOPOLIS PA | 77 | $36.7M | $918K |
| 8 | PERFECTION GROUP, INC. PERFECTION COMPANIES ASSOCIATES RETIREMENT PLAN | CINCINNATI OH | 287 | $35.1M | $815K |
| 9 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN | DULUTH GA | 252 | $28.7M | $791K |
| 10 | REGIS UNIVERSITY REGIS UNIVERSITY DEFINED CONTRIBUTION PLAN | DENVER CO | 786 | $168.7M | $759K |
