Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding s American Funds American Funds EuroPacific Growth Fund® Class R-6 in their Schedule of Assets, totaling $48.3M 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 | MICHIGAN CREDIT UNION LEAGUE RETIREMENT PLAN FOR MICHIGAN CREDIT UNION EMPLOYEES 401(K) SAVINGS PLAN | ROYAL OAK MI | 9,626 | $996.3M | $27.5M |
| 2 | PHOENIX CHILDREN'S HOSPITAL PHOENIX CHILDREN'S HOSPITAL SECTION 401(K) INVESTMENT PLAN | PHOENIX AZ | 8,058 | $691.1M | $14.6M |
| 3 | HF MANAGEMENT SERVICES, LLC |
NEW YORK NY |
| 6,126 |
| $678.5M |
| $4.0M |
| 4 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 1,159 | $195.8M | $772K |
| 5 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $690K |
| 6 | BESTWAY MOTOR LINES, INC. BRYAN SYSTEMS RETIREMENT SAVINGS PLAN | MONTPELIER OH | 113 | $7.1M | $334K |
| 7 | INTELLIGENTSIA COFFEE, INC. INTELLIGENTSIA 401(K) PROFIT SHARING PLAN | BEDFORD PARK IL | 186 | $8.4M | $205K |
| 8 | PERC ENGINEERING, LLC PERC ENGINEERING, LLC 401(K) PLAN | HOUSTON TX | 122 | $30.4M | $75K |
| 9 | RIGHT CHOICE IN-HOME CARE INC RIGHT CHOICE IN-HOME CARE INC 401(K) PROFIT SHARING PLAN & TRUST | CANOGA PARK CA | 1,052 | $3.1M | $60K |
