Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AF SMALLCAP WORLD R5E in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLIMATE BY DESIGN INTERNATIONAL, INC. CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | OWATONNA MN | 209 | $12.3M | $578K |
| 2 | ZILLION TECHNOLOGIES, INC. ZILLION TECHNOLOGIES 401(K) PLAN | ASHBURN VA | 324 | $7.4M | $325K |
| 3 | S.L. HUSAIN HAMZAVI, M.D. PC |
CLINTON TOWNSHIP MI |
| 185 |
| $12.5M |
| $105K |
