Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Europacific R4 in their Schedule of Assets, totaling $1.3M 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 | LAPP HOLDING NA, INC. LAPP HOLDING NA, INC. 401(K) PLAN | FLORHAM PARK NJ | 278 | $44.3M | $869K |
| 2 | CLASSIC COAL SALES, INC. CLASSIC COAL SALES, INC. 401(K) PLAN | BLUEFIELD VA | 219 | $8.8M | $407K |
| 3 | PCC COMMUNITY WELLNESS CENTER PCC COMMUNITY WELLNESS CENTER 403(B) PLAN |
OAK PARK IL |
| 609 |
| $17.0M |
| $21K |
| 4 | OSWEGO INDUSTRIES, INC. OSWEGO INDUSTRIES, INC. RETIREMENT PLAN | FULTON NY | 99 | $4.6M | $11K |
| 5 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $9K |
| 6 | TWIN CEDARS YOUTH & FAMILY SERVICES, INC. TWIN CEDARS YOUTH & FAMILY SERVICES, INC. 403(B) PLAN | LAGRANGE GA | 165 | $5.2M | $3K |