Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERFUNDS SMALLCAP WORLD R6 in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $10.3M |
| 2 | BRADSHAW MEDICAL, INC. BRADSHAW MEDICAL, INC. 401(K) PLAN | KENOSHA WI | 186 | $0 | $145K |
| 3 | BERLIN ROSEN LTD. BERLIN ROSEN LTD. 401K P/S PLAN |
NEW YORK NY |
| 393 |
| $21.0M |
| $84K |
