Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Small Cap World R5 in their Schedule of Assets, totaling $139K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HELLMUTH & JOHNSON, PLLC HELLMUTH & JOHNSON, PLLC 401K PLAN | EDINA MN | 105 | $23.1M | $103K |
| 2 | PUBLIC PREPARATORY NETWORK, INC. PUBLIC PREPARATORY NETWORK, INC. 403(B) PLAN | BRONX NY | 359 | $13.0M | $35K |
