Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding s American Funds Europacific Growth 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 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I | SPRINGFIELD MO | 2,471 | $954.6M | $4.0M |
| 2 | ABC LIQUORS, INC. DBA ABC FINE WINE & SPIRITS ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN | ORLANDO FL | 1,083 | $45.0M | $2.3M |
| 3 | TRUSTEES ELECTRICAL WORKERS LOCAL 242 401(K) PLAN |
DULUTH MN |
| 520 |
| $28.0M |
| $2.0M |
| 4 | ROBERTSON-CECO II CORPORATION ROBERTSON-CECO CORPORATION MASTER PENSION PLAN | HOUSTON TX | 197 | $29.3M | $1.8M |
| 5 | LIFELINC CORPORATION LIFELINC CORPORATION 401(K)PLAN | MEMPHIS TN | 217 | $18.1M | $749K |
| 6 | OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION 403(B) PLAN | WAUKESHA WI | 339 | $8.7M | $159K |
| 7 | HISPANIC HOUSING DEVELOPMENT CORPORATION HISPANIC HOUSING DEVELOPMENT CORPORATION 401(K)/RETIREMENT PLAN | CHICAGO IL | 116 | $6.7M | $25K |
