Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 189 U.S. retirement plans report holding American Funds: EuroPacific Growth in their Schedule of Assets, totaling $464.6M 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 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION SHARING RETIREMENT PLAN | SEATTLE WA | 2,156 | $680.1M | $69.2M |
| 2 | MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER MICHELIN 401(K) SAVINGS PLAN | GREENVILLE SC | 15,068 | $4.5B | $65.4M |
| 3 | PARK NICOLLET HEALTH SERVICES |
ST. LOUIS PARK MN |
| 8,313 |
| $2.2B |
| $53.4M |
| 4 | GATES FOUNDATION BILL & MELINDA GATES FOUNDATION EMPLOYEE RETIREMENT PLAN | SEATTLE WA | 2,144 | $336.3M | $33.4M |
| 5 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $23.2M |
| 6 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $19.7M |
| 7 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN | HOUSTON TX | 5,552 | $847.9M | $17.2M |
| 8 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $16.2M |
| 9 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $11.8M |
| 10 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART B ELECTRICAL WORKERS PENSION FUND PART B | DULUTH MN | 480 | $189.7M | $10.1M |
