Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Europacific Growth R5 - in their Schedule of Assets, totaling $23.0M 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 | BRANDEIS UNIVERSITY BRANDEIS UNIVERSITY DEFINED CONTRIBUTION PLAN FOR FACULTY, PROFESSIONAL, AND ADMINISTRATIVE EMPLOYEES | WALTHAM MA | 1,994 | $855.0M | $5.5M |
| 2 | RML HEALTH PROVIDERS, LP RML HEALTH PROVIDERS EMPLOYEES 401(K) SAVINGS PLAN | HINSDALE IL | 679 | $76.9M | $3.1M |
| 3 | SUBURBAN EMPLOYEE SERVICES, LLC |
BIRMINGHAM MI |
| 941 |
| $61.7M |
| $2.5M |
| 4 | ARBOR REALTY SR, INC. ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN | UNIONDALE NY | 659 | $93.3M | $2.4M |
| 5 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.9M |
| 6 | ARTS & LETTERS CREATIVE CO., LLC ARTS & LETTERS CREATIVE CO. , LLC 401(K) PLAN | RICHMOND VA | 149 | $11.0M | $1.8M |
| 7 | JR TECHNOLOGY GROUP, LLC JR TECHNOLOGY GROUP RETIREMENT SAVINGS PLAN | STEVENSVILLE MI | 1,460 | $171.6M | $1.3M |
| 8 | SEAL AND DESIGN, INC. SEAL & DESIGN, INC. 401(K) PROFIT SHARING PLAN | CLARENCE NY | 201 | $25.8M | $1.2M |
| 9 | TETRA TECHNOLOGIES, INC. TETRA TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | THE WOODLANDS TX | 1,432 | $99.7M | $878K |
| 10 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $703K |
