Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Small Cap World Fund R5 N/A in their Schedule of Assets, totaling $997K 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 | W.J. BEITLER CO. W.J. BEITLER CO. SAVINGS AND SECURITY PLAN | PITTSBURGH PA | 145 | $16.2M | $617K |
| 2 | CONSOLIDATED MEDICAL PRACTICES OF MEMPHIS, PLLC CONSOLIDATED MEDICAL PRACTICES RETIREMENT PLAN | MEMPHIS TN | 351 | $39.3M | $381K |
