Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Small Cap World Fund Mutual funds in their Schedule of Assets, totaling $1.3M 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 | INFORMATION & COMPUTING SERVICES, INC. INFORMATION & COMPUTING SERVICES, INC. SAVINGS PLAN | JACKSONVILLE FL | 410 | $58.0M | $1.0M |
| 2 | FAMILY HEALTH NETWORK OF CENTRAL NEW YORK FAMILY HEALTH NETWORK OF CENTRAL NEW YORK 401(K) PROFIT SHARING PLAN | HOMER NY | 118 | $5.0M | $99K |
| 3 | HUMMEL GROUP, INC. |
BERLIN OH |
| 186 |
| $29.7M |
| $85K |
| 4 | HOME CAREGIVERS PARTNERSHIP LLC CANYON & RED ROCK 401(K) PLAN | SALT LAKE CITY UT | 1,244 | $3.6M | $39K |
