Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds EuroPacific R4 Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE GA | 694 | $29.9M | $779K |
| 2 | INTERCERAMIC, INC. INTERCERAMIC, INC. 401K RETIREMENT PLAN | CARROLLTON TX | 793 | $18.5M | $516K |
| 3 | TWOS COMPANY, INC. TWO'S COMPANY, INC. 401K PROFIT SHARING PLAN |
ELMSFORD NY |
| 150 |
| $15.8M |
| $269K |
| 4 | THE NELSON-ATKINS MUSEUM OF ART THE NELSON GALLERY FOUNDATION 403(B) PLAN | KANSAS CITY MO | 372 | $14.2M | $75K |
| 5 | FRANKLIN PRIMARY HEALTH CENTER, INC FRANKLIN PRIMARY HEALTH CENTER, INC. 403(B) PLAN | MOBILE AL | 209 | $8.4M | $68K |
