Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Europacific Growth R4 in their Schedule of Assets, totaling $78.1M 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 | UNIVERSITY MEDICAL CENTER, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 8,388 | $365.1M | $69.6M |
| 2 | UNIVERSITY MEDICAL CENTER, INC. DBA UOFL HOSPITAL UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,180 | $30.3M | $3.3M |
| 3 | SAKER SHOPRITES, INC. SAKER SHOPRITES, INC. 401K PLAN |
HOLMDEL NJ |
| 707 |
| $105.9M |
| $2.7M |
| 4 | TRAVEL INCORPORATED TRAVEL INCORPORATED RETIREMENT PLAN | DULUTH GA | 252 | $28.7M | $791K |
| 5 | APS HEALTHCARE PUERTO RICO, INC. APS HEALTHCARE PUERTO RICO RETIREMENT SAVINGS PLAN | SAN JUAN PR | 406 | $12.5M | $456K |
| 6 | MILLER WELDING & MACHINE COMPANY MILLER WELDING & MACHINE COMPANY 401(K) PROFIT SHARING PLAN | BROOKVILLE PA | 347 | $27.3M | $443K |
| 7 | LENOIR-RHYNE UNIVERSITY RETIREMENT PLAN FOR EMPLOYEES OF LENOIR-RHYNE UNIVERSITY | HICKORY NC | 384 | $58.0M | $337K |
| 8 | AHRESTY WILMINGTON CORPORATION AHRESTY WILMINGTON CORPORATION RETIREMENT SAVINGS PLAN | WILMINGTON OH | 546 | $34.5M | $269K |
| 9 | PRINTOGRAPH, INC. PRINTOGRAPH, INC. 401(K) PLAN | BURBANK CA | 306 | $11.7M | $134K |
| 10 | ASPYR MEDIA, INC. ASPYR MEDIA 401(K) PLAN | AUSTIN TX | 114 | $11.7M | $121K |
