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 Growth Fund in their Schedule of Assets, totaling $2.7M 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 | ZIN TECHNOLOGIES, INC. ZIN TECHNOLOGIES, INC. 401(K) PLAN | MIDDLEBURG HEIGHTS OH | 239 | $49.3M | $1.4M |
| 2 | PAUL B. ZIMMERMAN, INC. PAUL B. ZIMMERMAN, INC. 401(K) PLAN | LITITZ PA | 394 | $22.2M | $676K |
| 3 | DR. MARTENS DR. MARTENS 401(K) RETIREMENT PLAN |
PORTLAND OR |
| 1,029 |
| $23.7M |
| $298K |
| 4 | TORGERSON PROPERTIES, INC. DBA TPI HOSPITALITY TORGERSON PROPERTIES RETIREMENT SAVINGS PLAN | WILLMAR MN | 564 | $16.6M | $291K |
