Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Small Cap World Mutual fund in their Schedule of Assets, totaling $8.4M 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 | BALON CORPORATION BALON CORPORATION 401(K) PLAN AND TRUST | OKLAHOMA CITY OK | 1,098 | $106.3M | $4.3M |
| 2 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $2.1M |
| 3 | OGDEN MURPHY WALLACE, PLLC THE 401(K) PROFIT SHARING PLAN OF OGDEN MURPHY WALLACE, PLLC |
SEATTLE WA |
| 124 |
| $73.8M |
| $573K |
| 4 | STRATUS.HR STRATUS.HR RETIREMENT PLAN | SANDY UT | 3,166 | $63.7M | $313K |
| 5 | VERNON CENTRAL WAREHOUSE, INC. SWEETENER PRODUCTS COMPANY AND AFFILIATED COMPANIES SECTION 401(K) RETIREMENT SAVINGS PLAN | VERNON CA | 123 | $24.8M | $279K |
| 6 | EMPORIA WHOLESALE COFFEE COMPANY EMPORIA WHOLESALE COFFEE COMPANY PROFIT SHARING PLAN & TRUST | EMPORIA KS | 114 | $9.7M | $245K |
| 7 | LOGAN SIMPSON DESIGN INC. LOGAN SIMPSON DESIGN 401(K) PLAN | TEMPE AZ | 162 | $17.2M | $169K |
| 8 | PEI PEI DOWN EAST TOYOTA 401(K) RETIREMENT PLAN | BREWER ME | 133 | $12.2M | $128K |
| 9 | NATIONAL MARINE MAMMAL FOUNDATION NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN | SAN DIEGO CA | 82 | $17.3M | $84K |
| 10 | REGAL RESEARCH AND MFG. CO. REGAL RESEARCH AND MFG. CO. 401(K) PROFIT SHARING PLAN | PLANO TX | 174 | $7.3M | $59K |
