Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Europacific Growth R6 Registered investment companies in their Schedule of Assets, totaling $3.4M 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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $1.8M |
| 2 | COLUMBIA MACHINE, INC. COLUMBIA MACHINE, INC. RETIREMENT PLAN AND TRUST | VANCOUVER WA | 581 | $104.2M | $508K |
| 3 | JERRY'S BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN |
EUGENE OR |
| 277 |
| $18.8M |
| $216K |
| 4 | THE NEW 42ND STREET, INC. DEFINED CONTRIBUTION PLAN OF THE NEW 42ND STREET, | NEW YORK NY | 90 | $7.1M | $204K |
| 5 | SHAPIRO SALES COMPANY SHAPIRO SALES COMPANY EMPLOYEES' SAVINGS PLAN AND TRUST | ST. LOUIS MO | 122 | $9.7M | $190K |
| 6 | CENTRE FOR NEURO SKILLS CENTRE FOR NEURO SKILLS 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 986 | $55.4M | $187K |
| 7 | KAUFMAN, ROSSIN & CO., P.A. KAUFMAN ROSSIN 401(K) PLAN | MIAMI FL | 570 | $91.8M | $176K |
| 8 | GENERAL STEAMSHIP AGENCIES, INC. GENERAL STEAMSHIP PROFIT SHARING & RETIREMENT SAVINGS PLAN | MILL VALLEY CA | 105 | $18.8M | $153K |
