Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Small Cap World R5 Mutual Fund - in their Schedule of Assets, totaling $1.9M 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 | RIESBECK FOOD MARKETS, INC. RIESBECK FOOD MARKETS, INC. PROFIT SHARING 401(K) PLAN | ST CLAIRSVILLE OH | 696 | $17.2M | $818K |
| 2 | INTERNATIONAL FUND FOR ANIMAL WELFARE, INC. IFAW 401(K) PLAN | YARMOUTH PORT MA | 135 | $38.6M | $614K |
| 3 | MACIAS GINI & O'CONNELL LLP |
SACRAMENTO CA |
| 462 |
| $57.1M |
| $499K |
