Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Small-Cap World R6 N/R in their Schedule of Assets, totaling $2.5M 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 | MARK G. ANDERSON CONSULTANTS, INC. MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN | WASHINGTON DC | 226 | $70.8M | $1.2M |
| 2 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $1.2M |
| 3 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST |
DOWNEY CA |
| 3,458 |
| $124.5M |
| $118K |
| 4 | ALPHA SOURCE LLC ALPHA SOURCE LLC 401(K) PLAN | MILWAUKEE WI | 196 | $33.1M | $19K |
