Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds Smallcap World R6 N/A in their Schedule of Assets, totaling $2.6M 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 | RESOURCE INTERNATIONAL, INC. RESOURCE INTERNATIONAL, INC. SAVINGS & INVESTMENT 401(K) PLAN | COLUMBUS OH | 167 | $23.5M | $1.4M |
| 2 | COATES FIELD SERVICE, INC. COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 210 | $15.1M | $607K |
| 3 | THUNDER BAY COMMUNITY HEALTH SERVICE, INC. |
ALPENA MI |
| 206 |
| $13.4M |
| $232K |
| 4 | RESOURCES LEGACY FUND RESOURCES LEGACY FUND 401(K) PLAN | SACRAMENTO CA | 135 | $22.7M | $187K |
| 5 | MILL ROCK PACKAGING, INC. MILL ROCK PACKAGING, INC. RETIREMENT SAVINGS PLAN | RENTON WA | 620 | $60.8M | $125K |
| 6 | COMPSOUCE MUTUAL INSURANCE COMPANY COMPSOURCE RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 286 | $24.9M | $40K |
| 7 | DCCC DCCC 401(K) PLAN | WASHINGTON DC | 101 | $9.9M | $2K |
