Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 176 retirement plans report an interest in this investment, totaling $10.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: American Funds Smallcap World, American Funds Smallcap World Fund, American Fund Smallcap World Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $996K |
| 2 | THE HARDY CORPORATION, INC. THE HARDY CORPORATION, INC. 401(K) PLAN | BIRMINGHAM AL | 173 | $8.1M | $927K |
| 3 | PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | PORTLAND ME | 167 | $27.0M | $484K |
| 4 | MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI FL | 507 | $61.0M | $435K |
| 5 | MERRYMAN-FARR, LLC MERRYMAN-FARR, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 173 | $11.1M | $345K |
| 6 | DRB ENTERPRISES, LLC DRB ENTERPRISES, LLC 401K RETIREMENT PLAN | ROCKVILLE MD | 839 | $49.7M | $327K |
| 7 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $311K |
| 8 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $305K |
| 9 | THE LIBRARY CORPORATION THE LIBRARY CORPORATION 401K SAVINGS PLAN | INWOOD WV | 137 | $19.0M | $268K |
| 10 | MEDURI FARMS, INC. THE MEDURI FARMS, INC. RETIREMENT PLAN | DALLAS OR | 192 | $10.7M | $262K |
