Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Europacific Growth R5 - in their Schedule of Assets, totaling $16.5M 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 | RML HEALTH PROVIDERS, LP RML HEALTH PROVIDERS EMPLOYEES 401(K) SAVINGS PLAN | HINSDALE IL | 679 | $76.9M | $3.1M |
| 2 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN | BIRMINGHAM MI | 941 | $61.7M | $2.5M |
| 3 | ARBOR REALTY SR, INC. ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN |
UNIONDALE NY |
| 659 |
| $93.3M |
| $2.4M |
| 4 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.9M |
| 5 | ARTS & LETTERS CREATIVE CO., LLC ARTS & LETTERS CREATIVE CO. , LLC 401(K) PLAN | RICHMOND VA | 149 | $11.0M | $1.8M |
| 6 | JR TECHNOLOGY GROUP, LLC JR TECHNOLOGY GROUP RETIREMENT SAVINGS PLAN | STEVENSVILLE MI | 1,460 | $171.6M | $1.3M |
| 7 | SEAL AND DESIGN, INC. SEAL & DESIGN, INC. 401(K) PROFIT SHARING PLAN | CLARENCE NY | 201 | $25.8M | $1.2M |
| 8 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $703K |
| 9 | PORTER-GAUD SCHOOL PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLESTON SC | 320 | $53.8M | $631K |
| 10 | COLUMBIA INDUSTRIES, LLC COLUMBIA 401(K) PLAN AND TRUST | STARKVILLE MS | 81 | $9.1M | $278K |
