Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Europacific Mutual funds in their Schedule of Assets, totaling $2.7M 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 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $1.4M |
| 2 | SOUTH LAKE CLINIC, P.A. SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN | MINNETONKA MN | 120 | $20.6M | $1.0M |
| 3 | ARCHWELL ESSENTIALS ARCHWELL ESSENTIALS, LLC 401(K) PLAN |
DEERFIELD BEACH FL |
| 177 |
| $10.2M |
| $236K |
| 4 | FIRSTBANC OF ALABAMA, INCORPORATED FIRSTBANC OF ALABAMA INCORPORATED 401(K) PLAN | TALLADEGA AL | 136 | $11.2M | $80K |
| 5 | OTF FITNESS PARTNERS HOUSTON LLC OTF FITNESS PARTNERS HOUSTON LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 457 | $3.0M | $41K |
