Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Charles Schwab Trust Bank American Funds Europacific Growth R6 in their Schedule of Assets, totaling $755K 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 | MARSH AUTOMOTIVE GROUP MARSH AUTOMOTIVE GROUP 401(K) PLAN & TRUST | TRAVERSE CITY MI | 311 | $19.2M | $755K |
