Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Smallcap World in their Schedule of Assets, totaling $307K 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 | WILLIAMS COMPANY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF WILLIAMS COMPANY - MANAGEMENT GROUP | MAITLAND FL | 120 | $12.9M | $114K |
| 2 | PROFESSIONAL HOSPITALITY RESOURCES, INC. PROFESSIONAL HOSPITALITY RESOURCES 401(K) PLAN | VIRGINIA BEACH VA | 1,138 | $28.8M | $96K |
| 3 | CHERRY STREET SERVICES, INC. |
GRAND RAPIDS MI |
| 710 |
| $42.5M |
| $84K |
| 4 | ST. JOSEPH HOLDINGS, LLC ST. JOSEPH HOLDINGS, LLC 401(K) PLAN | BATON ROUGE LA | 1,525 | $11.6M | $14K |
