Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The American Funds American Funds Europacific Growth R4 Fund in their Schedule of Assets, totaling $12.5M 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 | TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH MI | 1,403 | $148.7M | $6.4M |
| 2 | WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN | NEW YORK NY | 2,197 | $307.2M | $5.9M |
| 3 | GATEWAY-LONGVIEW, INC. DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF GATEWAY-LONGVIEW, INC. |
WILLIAMSVILLE NY |
| 63 |
| $10.5M |
| $151K |
| 4 | OPTICAL CABLE CORPORATION OPTICAL CABLE CORPORATION EMPLOYEES' 401(K) PLAN | ROANOKE VA | 337 | $20.2M | $72K |
