Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Capital Group EuroPacific Growth Fund " in their Schedule of Assets, totaling $92.5M 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 | TRAPEZE SOFTWARE GROUP, INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | ROSEMONT IL | 12,026 | $1.4B | $72.1M |
| 2 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $12.0M |
| 3 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN |
NORMAN OK |
| 16,913 |
| $566.4M |
| $3.7M |
| 4 | REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY FUND REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) ANNUITY PLAN | WEST TRENTON NJ | 2,308 | $417.7M | $3.3M |
| 5 | FEDERAL DEFENDERS OF SAN DIEGO, INC. FEDERAL DEFENDERS OF SAN DIEGO, INC. 401(K) PENSION PLAN | SAN DIEGO CA | 145 | $59.4M | $939K |
| 6 | FAIR HEALTH, INC. FAIR HEALTH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $21.3M | $358K |
| 7 | VIRA INSIGHT, LLC VIRA INSIGHT, LLC 401(K) PLAN | LEWISVILLE TX | 201 | $12.2M | $27K |
