American Funds Smallcap World
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 173 retirement plans report an interest in this investment, totaling $11.4M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
173
Reported interest (EOY)
$11.4M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding American Funds Smallcap Worldranked by reported interest
Unlock full list (Pro)| # | 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 | NORTHSTAR EMS, INC. NORTHSTAR EMS, INC. 401(K) PROFIT SHARING PLAN | TUSCALOOSA AL | 231 | $6.7M | $571K |
| 4 | PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PORTLAND GASTROENTEROLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | PORTLAND ME | 167 | $27.0M | $484K |
| 5 | MIAMI HEAT LIMITED PARTNERSHIP MIAMI HEAT LIMITED PARTNERSHIP 401(K) RETIREMENT PLAN | MIAMI FL | 507 | $61.0M | $435K |
| 6 | MERRYMAN-FARR, LLC MERRYMAN-FARR, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NASHVILLE TN | 173 | $11.1M | $345K |
| 7 | DRB ENTERPRISES, LLC DRB ENTERPRISES, LLC 401K RETIREMENT PLAN | ROCKVILLE MD | 839 | $49.7M | $327K |
| 8 | MID AMERICA PHYSICIAN SERVICES, LLC MID AMERICA PHYSICIAN SERVICES, LLC 401(K) PLAN | SHAWNEE MISSION KS | 192 | $36.4M | $311K |
| 9 | AAC INC. AAC INC. 401(K) PROFIT SHARING PLAN | VIENNA VA | 84 | $20.4M | $305K |
| 10 | THE LIBRARY CORPORATION THE LIBRARY CORPORATION 401K SAVINGS PLAN | INWOOD WV | 137 | $19.0M | $268K |
See all 173 plans holding American Funds Smallcap World
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