Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds – Small Cap World Fund Mutual fund in their Schedule of Assets, totaling $456.5M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $419.6M |
| 2 | WORKDAY, INC. WORKDAY, INC. 401(K) PLAN | PLEASANTON CA | 12,750 | $2.6B | $21.8M |
| 3 | VEEVA SYSTEMS INC. VEEVA SYSTEMS INC. 401(K) PLAN |
PLEASANTON CA |
| 3,977 |
| $460.9M |
| $6.0M |
| 4 | DOCKER, INC. DOCKER 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 315 | $14.2M | $2.6M |
| 5 | NCTA - THE INTERNET & TELEVISION ASSOCIATION NCTA 401(K) PLAN | WASHINGTON DC | 83 | $66.7M | $1.4M |
| 6 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $1.4M |
| 7 | LEE MOTOR GROUP INC. LEE MOTOR GROUP INC. EMPLOYEES' 401(K) PLAN | WILSON NC | 307 | $16.2M | $766K |
| 8 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $405K |
| 9 | YOUGOV AMERICA INC. YOUGOV AMERICA INC 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 317 | $32.9M | $397K |
| 10 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. 401(K) PLAN | CALDWELL ID | 91 | $23.4M | $314K |
