Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies American Funds American Eupac R6 in their Schedule of Assets, totaling $10.9M 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 | ASCENSUS, LLC. ASCENSUS, LLC 401(K) SAVINGS PLAN | DRESHER PA | 4,858 | $621.8M | $10.9M |
| 2 | OPTIMA DERMATOLOGY PARTNERS, LLC OPTIMA DERMATOLOGY PARTNERS RETIREMENT PLAN | PORTSMOUTH NH | 446 | $16.2M | $11K |
