Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Sm Cap World Fd Registered investment company in their Schedule of Assets, totaling $50K 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 | ORTHOTEXAS PHYSICIANS AND SURGEONS, PLLC ORTHOTEXAS 401(K) PLAN | CARROLLTON TX | 86 | $16.5M | $50K |
