Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Smallcap World N/R in their Schedule of Assets, totaling $203K 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 | ASSOCIATION OF EQUIPMENT MANUFACTURERS ASSOCIATION OF EQUIPMENT MANUFACTURERS 401(K) PLAN-A | MILWAUKEE WI | 113 | $18.2M | $124K |
| 2 | SHIPPERS WAREHOUSE, INC. SHIPPERS WAREHOUSE, INC. 401(K) PLAN | HUTCHINS TX | 290 | $7.2M | $78K |
