Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Europacific Registered Investment Company in their Schedule of Assets, totaling $4.2M 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 | NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE OR | 165 | $48.3M | $2.6M |
| 2 | TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 81 | $14.6M | $526K |
| 3 | CVR MANAGEMENT, LLC |
GREENBELT MD |
| 782 |
| $19.7M |
| $440K |
| 4 | CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD CA | 173 | $31.4M | $362K |
| 5 | FINANCIAL DESIGNS, INC. FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOVI MI | 192 | $7.3M | $137K |
| 6 | SHICKEL CORPORATION SHICKEL CORPORATION RETIREMENT SAVINGS PLAN | BRIDGEWATER VA | 116 | $11.4M | $97K |
| 7 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $39K |
