Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 212 U.S. retirement plans report holding American Funds: EuroPacific Growth in their Schedule of Assets, totaling $590.9M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 38,574 | $9.2B | $100.3M |
| 2 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $69.2M |
| 3 | MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER |
GREENVILLE SC |
| 15,068 |
| $4.5B |
| $65.4M |
| 4 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 401K RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 8,313 | $2.2B | $53.4M |
| 5 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $33.4M |
| 6 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $23.2M |
| 7 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $19.7M |
| 8 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $17.2M |
| 9 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $16.2M |
| 10 | BOLTON & MENK, INC. BOLTON & MENK, INC. 401(K) PLAN | MANKATO MN | 1,089 | $155.3M | $15.4M |
