Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds American Funds Small-Cap World R6 in their Schedule of Assets, totaling $26.2M 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 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $7.6M |
| 2 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II | DALLAS TX | 514 | $207.0M | $6.4M |
| 3 | NITTO AMERICAS INC. NITTO 401(K) RETIREMENT PLAN |
TEANECK NJ |
| 1,812 |
| $242.4M |
| $5.9M |
| 4 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $2.2M |
| 5 | CALIFORNIA INSTITUTE OF THE ARTS CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN | VALENCIA CA | 502 | $97.0M | $1.2M |
| 6 | ASHFORD, INC. ASHFORD HOSPITALITY ADVISORS 401(K) SAVINGS PLAN | DALLAS TX | 213 | $27.2M | $864K |
| 7 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | HOUSTON TX | 400 | $37.5M | $665K |
| 8 | LEE KENNEDY CO, INC. LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN | QUINCY MA | 108 | $29.0M | $563K |
| 9 | OLD WORLD INDUSTRIES, LLC OLD WORLD 401(K) PLAN | NORTHBROOK IL | 397 | $71.8M | $365K |
| 10 | HAZELETT STRIP-CASTING CORPORATION HAZELETT STRIP-CASTING CORPORATION PROFIT SHARING/401(K) PLAN | COLCHESTER VT | 149 | $30.0M | $154K |
