Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds Europacific Growth R6 Mutual funds in their Schedule of Assets, totaling $51.6M 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 | MONETA GROUP LLC MONETA GROUP SALARY SAVINGS PLAN | CLAYTON MO | 518 | $144.0M | $9.0M |
| 2 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $6.6M |
| 3 | STEPTOE LLP STEPTOE LLP 401(K) AND PROFIT SHARING PLAN |
WASHINGTON DC |
| 727 |
| $455.8M |
| $6.5M |
| 4 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $5.7M |
| 5 | LIGGETT VECTOR BRANDS LLC LIGGETT VECTOR BRANDS SAVINGS PLAN | MORRISVILLE NC | 340 | $72.0M | $4.8M |
| 6 | SHORE HEALTH SYSTEM, INC. SHORE HEALTH SYSTEM, INC. 401(K) PLAN | EASTON MD | 1,189 | $118.4M | $3.9M |
| 7 | BEHLEN MFG. CO. BEHLEN MFG. CO. 401(K) PLAN | COLUMBUS NE | 912 | $79.3M | $3.4M |
| 8 | AKRS EQUIPMENT SOLUTIONS INC. AKRS EQUIPMENT SOLUTIONS INC. 401K PLAN | LINCOLN NE | 736 | $86.4M | $2.4M |
| 9 | CARESTREAM HEALTH, INC. CARESTREAM HEALTH, INC. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 1,004 | $406.2M | $1.9M |
| 10 | THE CENTER FOR YOUTH AND FAMILY SOLUTIONS THE CENTER FOR YOUTH AND FAMILY SOLUTIONS 401(K) PLAN | PEORIA IL | 503 | $14.1M | $1.2M |
