Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Europacific Growth R4 Fund in their Schedule of Assets, totaling $209.4M 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 | ADP TOTALSOURCE GROUP, INC. ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | MIAMI FL | 299,514 | $9.2B | $194.7M |
| 2 | RIDGEVIEW INDUSTRIES, INC. THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 550 | $47.7M | $3.1M |
| 3 | EG RETAIL (AMERICA) LLC EG AMERICA EMPLOYEE SAVINGS PLAN |
WESTBOROUGH MA |
| 16,690 |
| $337.9M |
| $2.9M |
| 4 | GLOBAL TUNGSTEN & POWDERS LLC GTP SAVINGS PLAN | TOWANDA PA | 459 | $98.9M | $2.4M |
| 5 | WITTENSTEIN, INC. US WITTENSTEIN GROUP EMPLOYEES' RETIREMENT AND SAVINGS PLAN & TRUST | BARTLETT IL | 103 | $23.9M | $1.8M |
| 6 | CTB, INC. CTB, INC. PROFIT SHARING PLAN | MILFORD IN | 1,175 | $159.3M | $1.4M |
| 7 | HAMPTON PRODUCTS INTERNATIONAL CORPORATION HAMPTON PRODUCTS INTERNATIONAL CORPORATION 401(K) PLAN | FOOTHILL RANCH CA | 199 | $26.5M | $1.1M |
| 8 | BASKERVILL & SON, P.C. BASKERVILL & SON, P.C. PLAN FOR EMPLOYEE RETIREMENT | RICHMOND VA | 187 | $23.3M | $697K |
| 9 | IONBOND LLC IONBOND LLC SAVINGS INCENTIVE PLAN | MADISON HEIGHTS MI | 208 | $15.8M | $590K |
| 10 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN | SAINT LOUIS MO | 102 | $32.3M | $447K |
