Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS SMCAP WORLD R4 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $280K 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 | HILLCREST HEALTH SYSTEMS INC HILLCREST HEALTH 401K PLAN | BELLEVUE NE | 1,174 | $20.4M | $187K |
| 2 | JOHN HENRYS PLUMBING & HEATING JOHN HENRYS PLUMBING & HEATING 401K PLAN | LINCOLN NE | 142 | $4.5M | $90K |
| 3 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLAN |
PHARR TX |
| 246 |
| $10.8M |
| $2K |
| 4 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE EMPLOYEES RETIREMENT PLAN | PHARR TX | 321 | $3.8M | $1K |
