Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds American Funds Smallcap World R6 # in their Schedule of Assets, totaling $15.3M 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 | JOHNSON & BELL, LTD. JOHNSON & BELL, LTD. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 165 | $109.9M | $3.6M |
| 2 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $2.7M |
| 3 | LINDSAY CHEVROLET, LLC LINDSAY AUTOMOTIVE FAMILY RETIREMENT PLAN |
ALEXANDRIA VA |
| 767 |
| $76.8M |
| $1.6M |
| 4 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $1.2M |
| 5 | RICHARD A. ALAIMO ASSOCIATES RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN | MOUNT HOLLY NJ | 97 | $41.3M | $784K |
| 6 | ARAUJO BROS. PLUMBING & HEATING, INC. ARAUJO BROS. PLUMBING & HEATING, INC. PROFIT SHARING PLAN | NEW BEDFORD MA | 121 | $13.8M | $768K |
| 7 | MAJORKEY TECHNOLOGIES LLC MAJORKEY TECHNOLOGIES LLC 401(K) PLAN | OAKBROOK TERRACE IL | 131 | $24.4M | $528K |
| 8 | GREAT CLIPS, INC. GREAT CLIPS, INC. 401(K) PLAN | MINNEAPOLIS MN | 260 | $55.7M | $518K |
| 9 | HERITAGE COMMERCE CORP HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | SAN JOSE CA | 343 | $87.1M | $508K |
| 10 | CONSULTING ENGINEERING SERVICES, INC. CONSULTING ENGINEERING SERVICES, INC. 401(K) PROFIT SHARING PLAN | MIDDLETOWN CT | 170 | $28.0M | $481K |
