Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds Europacific Mutual fund in their Schedule of Assets, totaling $43.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BREAD FINANCIAL PAYMENTS, INC. BREAD FINANCIAL 401(K) PLAN | COLUMBUS OH | 4,992 | $932.1M | $12.6M |
| 2 | THOMPSON COBURN LLP THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 787 | $484.3M | $10.9M |
| 3 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN |
NEW BERN NC |
| 248 |
| $119.5M |
| $6.8M |
| 4 | PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 339 | $125.3M | $2.9M |
| 5 | ALABAMA FARMERS COOPERATIVE INC. AFC PROFIT SHARING PLAN | DECATUR AL | 2,646 | $118.8M | $2.4M |
| 6 | HARTZELL PROPELLER, INC. HARTZELL PROPELLER, INC. 401(K) PROFIT SHARING PLAN | PIQUA OH | 411 | $68.5M | $2.3M |
| 7 | GREENWAY HEALTH, LLC GREENWAY HEALTH 401(K) PLAN | TAMPA FL | 645 | $106.0M | $1.2M |
| 8 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $1.0M |
| 9 | KELLEY BROS. LLC KELLEY BROS. SALARY SAVINGS PLAN | SYRACUSE NY | 309 | $26.0M | $555K |
| 10 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $531K |
