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 R5 in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $840K |
| 2 | CIVIC AUTOMOBILES GROUP FALCONI DEALERSHIPS 401(K) PLAN | MOON TOWNSHIP PA | 155 | $13.0M | $437K |
| 3 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN |
PADUCAH KY |
| 144 |
| $39.4M |
| $138K |
| 4 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $48K |
