Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer Funds SMCAP World R4 Fund in their Schedule of Assets, totaling $907K 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 | RELIANCE SAVINGS BANK RELIANCE SAVINGS BANK PROFIT SHARING AND 401(K) PLAN | ALTOONA PA | 86 | $14.6M | $885K |
| 2 | CASK NX LLC CASK NX LLC 401(K) PLAN | SAN DIEGO CA | 262 | $24.9M | $22K |
