Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Amer Fds Smallcap World R3 Fd in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE HURLEY CLINIC THE HURLEY CLINIC 403(B) RETIREMENT PLAN | FLINT MI | 140 | $36.0M | $804K |
| 2 | RHINO LININGS USA, INC. RHINO LININGS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 97 | $13.8M | $484K |
| 3 | HURLEY PRACTICE HURLEY PRACTICE MANAGEMENT SERVICES EMPLOYEE DEFERRED COMPENSATION PLAN |
FLINT MI |
| 255 |
| $3.7M |
| $81K |
| 4 | NATIONAL MANAGEMENT RESOURCES CORP. NATIONAL MANAGEMENT RESOURCES CORP. 401(K) PLAN | LAGRANGE GA | 582 | $4.1M | $48K |
