Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Europacific Growth R6 Fund N/R in their Schedule of Assets, totaling $3.3M 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 | ONEIDA NATION ONEIDA NATION ENTERPRISE 401(K) PLAN | ONEIDA WI | 823 | $43.3M | $1.4M |
| 2 | AMERICAN SOCIETY FOR TRAINING AND DEVELOPMENT ATD 403(B) EMPLOYEE SAVINGS PLAN | ALEXANDRIA VA | 166 | $31.1M | $1.1M |
| 3 | NELSON GLOBAL PRODUCTS INC. NELSON GLOBAL PRODUCTS 401K PLAN |
STOUGHTON WI |
| 1,010 |
| $59.2M |
| $532K |
| 4 | SCHOOL SPECIALTY, LLC SCHOOL SPECIALTY 401(K) PLAN | GREENVILLE WI | 1,054 | $99.0M | $354K |
