Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Small Cap World in their Schedule of Assets, totaling $4.5M 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 | SUIT-KOTE CORPORATION SUIT-KOTE CORPORATION EMPLOYEES' RETIREMENT PLAN | CORTLAND NY | 721 | $83.7M | $2.1M |
| 2 | KOSTAL OF AMERICA INC. KOSTAL OF AMERICA, INC. 401(K) PLAN | TROY MI | 483 | $87.6M | $985K |
| 3 | ADVENT CHRISTIAN VILLAGE, INC. ADVENT CHRISTIAN VILLAGE, INC. 403(B) PLAN |
LIVE OAK FL |
| 430 |
| $11.4M |
| $806K |
| 4 | ADCO CIRCUITS, INC. ADCO CIRCUITS, INC. 401(K) PROFIT SHARING PLAN | ROCHESTER HILLS MI | 116 | $8.0M | $284K |
| 5 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN | ALPHARETTA GA | 186 | $13.3M | $186K |
| 6 | ENGLUND MARINE SUPPLY CO., INC. ENGLUND MARINE SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN | ASTORIA OR | 140 | $33.9M | $150K |
| 7 | ARROW AVIATION COMPANY, LLC ARROW AVIATION 401(K) PLAN | BROUSSARD LA | 133 | $8.0M | $21K |
| 8 | BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P. BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN | AMARILLO TX | 148 | $15.2M | $3K |
