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 Smallcap World Fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GARRETT ELECTRONICS, INC. GARRETT ELECTRONICS, INC. RETIREMENT SAVINGS PLAN | GARLAND TX | 196 | $20.1M | $1.1M |
| 2 | NEIGHBORHOOD HOUSE ASSOCIATION NEIGHBORHOOD HOUSE ASSOCIATION 401(K) PLAN | SAN DIEGO CA | 834 | $66.4M | $916K |
| 3 | PACIFIC MANAGEMENT, INC. |
RIVER FOREST IL |
| 189 |
| $17.9M |
| $295K |
| 4 | EMBARRAS RIVER BASIN AGENCY, INC. ERBA EMPLOYEE'S 401(K) PLAN | GREENUP IL | 136 | $4.6M | $62K |
| 5 | ELEVATE CARE, INC. ELEVATE CARE, INC. 401(K) PLAN | SKOKIE IL | 1,725 | $8.1M | $56K |
| 6 | THE EXPO GROUP, LLC THE EXPO GROUP, LLC EMPLOYER 401(K) PLAN | IRVING TX | 295 | $12.5M | $44K |
| 7 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $25K |
| 8 | UCAN UCAN RETIREMENT PLAN | CHICAGO IL | 522 | $11.2M | $6K |
