Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding College Retirement Equities Fund variable annuities AF EuroPacific Growth Fund R4 in their Schedule of Assets, totaling $2.2M 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 | PRINCETON UNIVERSITY PRESS PRINCETON UNIVERSITY PRESS DC RETIREMENT PLAN | PRINCETON NJ | 145 | $61.9M | $1.3M |
| 2 | HOLDERNESS SCHOOL HOLDERNESS SCHOOL DC RETIREMENT PLAN | PLYMOUTH NH | 152 | $42.5M | $578K |
| 3 | GEORGE EASTMAN MUSEUM GEORGE EASTMAN MUSEUM RETIREMENT PLAN |
ROCHESTER NY |
| 83 |
| $18.3M |
| $130K |
| 4 | ROEPER CITY AND COUNTRY SCHOOL DBA THE ROEPER SCHOOL THE ROEPER SCHOOL SAVINGS AND MATCH PLAN | BLOOMFIELD HILLS MI | 103 | $21.3M | $125K |
| 5 | CENTER FOR RESEARCH LIBRARIES CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 30 | $13.4M | $44K |
