Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Smallcap World R3 in their Schedule of Assets, totaling $1.1M 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 | NATIONAL KEYSTONE PRODUCTS CO, INC NATIONAL KEYSTONE PRODUCTS CO., INC. 401(K) PROFIT SHARING PLAN | GIBBSTOWN NJ | 483 | $41.3M | $707K |
| 2 | THE VILLAGE AT MANOR PARK, INC. THE VILLAGE AT MANOR PARK, INC. RETIREMENT PLAN | WEST ALLIS WI | 260 | $7.3M | $250K |
| 3 | TIMOTHY CHRISTIAN SCHOOLS |
ELMHURST IL |
| 137 |
| $6.3M |
| $143K |
