Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds RERGX - American Funds EuroPacifc R6 in their Schedule of Assets, totaling $606K 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 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $578K |
| 2 | PAYROLLING PARTNERS, INC PAYROLLING PARTNERS, INC. 401(K) PLAN | CLIFTON NJ | 191 | $7.7M | $16K |
| 3 | HRO RESOURCES HRO RESOURCES MULTIPLE EMPLOYER 401(K) PLAN |
KINGWOOD TX |
| 518 |
| $6.0M |
| $12K |
