Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Small-Cap World R4 in their Schedule of Assets, totaling $4.7M 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 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $2.0M |
| 2 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $1.7M |
| 3 | PARK AVENUE MOTOR CORP. PARK AVENUE MOTOR CORP. 401(K) SAVINGS PLAN |
MAYWOOD NJ |
| 218 |
| $26.4M |
| $769K |
| 4 | TAPECON, INC. TAPECON, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 92 | $9.3M | $261K |
| 5 | FAMILYAID BOSTON INC. FAMILYAID BOSTON 403B RETIREMENT PLAN | BOSTON MA | 125 | $4.0M | $19K |