Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Registered investment companies American Funds American Funds Europacific Gr R6 in their Schedule of Assets, totaling $85.5M 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 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA WA | 16,756 | $1.2B | $33.1M |
| 2 | COLD SPRING GRANITE COMPANY COLD SPRING GRANITE COMPANY 401(K) RETIREMENT PLAN | COLD SPRING MN | 869 | $139.0M | $27.3M |
| 3 | MULTICARE HEALTH SYSTEM |
TACOMA WA |
| 12,528 |
| $561.6M |
| $12.9M |
| 4 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 401(K) PLAN | TACOMA WA | 9,028 | $779.1M | $12.2M |
