Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMERFUNDS SMALLCAP WORLD R5 in their Schedule of Assets, totaling $259K 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 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $258K |
| 2 | ZUPAN ENTERPRISES OREGON INC. ZUPAN STORES SAVINGS & INVESTMENT PLAN | PORTLAND OR | 239 | $11.7M | $1K |
