Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Registered investment companies American Funds EuroPacific Growth Fund in their Schedule of Assets, totaling $55.0M 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 | NFP CORP. NFP CORP. 401(K) PLAN | NEW YORK NY | 6,644 | $976.9M | $41.2M |
| 2 | NEXTGEN HEALTHCARE, INC. NEXTGEN HEALTHCARE, INC. 401(K) PLAN | IRVINE CA | 1,413 | $264.6M | $6.2M |
| 3 | LSA ASSOCIATES, INC. LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST |
IRVINE CA |
| 171 |
| $77.7M |
| $5.2M |
| 4 | PELICAN PRODUCTS, INC. PELICAN PRODUCTS 401(K) PLAN | TORRANCE CA | 1,224 | $132.3M | $2.2M |
| 5 | MUSCULOSKELETAL INSTITUTE OF LOUISIANA, MUSCULOSKELETAL INSTITUTE OF LOUISIANA, A.P.M.C. PROFIT SHARING PLAN | SHREVEPORT LA | 94 | $34.4M | $215K |
