Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Small-Cap World Fund R6 # in their Schedule of Assets, totaling $10.4M 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 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $4.5M |
| 2 | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN | CHATTANOOGA TN | 165 | $122.2M | $2.0M |
| 3 | BSC ACQUISITION SUB, LLC |
ROANOKE VA |
| 289 |
| $28.8M |
| $1.2M |
| 4 | CENTRAL ONE FEDERAL CREDIT UNION CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | SHREWSBURY MA | 133 | $20.8M | $675K |
| 5 | WYNALDA LITHO, INC. DBA WYNALDA PACKAGING WYNALDA LITHO, INC. RETIREMENT SAVINGS PLAN | BELMONT MI | 148 | $19.5M | $580K |
| 6 | THE MCALEAR GROUP, INC. DBA SERVICE SPRING CORP. THE MCALEAR GROUP, INC. RETIREMENT PLAN | MAUMEE OH | 476 | $14.1M | $417K |
| 7 | AMERICAN OSTEOPATHIC ASSOCIATION THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 149 | $34.5M | $352K |
| 8 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $345K |
| 9 | COMPUTER AND ENGINEERING SERVICES, INC. TECHNICAL SERVICES RETIREMENT PLAN | KALAMAZOO MI | 2,593 | $29.2M | $212K |
| 10 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $104K |
