Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Europacific Growth R5 Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | ALOGENT HOLDINGS, INC. ALOGENT 401(K) PLAN | PEACHTREE CORNERS GA | 207 | $26.1M | $1.2M |
| 2 | INSTITUTE FOR FAMILY DEVELOPMENT INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN | FEDERAL WAY WA | 116 | $9.5M | $23K |
