Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Small Cap World R6 Fund ** in their Schedule of Assets, totaling $3.6M 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 | WORLD TRAVEL HOLDINGS, INC. WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN | WAKEFIELD MA | 1,186 | $77.4M | $1.2M |
| 2 | HYDAC TECHNOLOGY CORPORATION HYDAC TECHNOLOGY CORP. 401(K) RETIREMENT PLAN | BETHLEHEM PA | 981 | $81.8M | $1.0M |
| 3 | UFP TECHNOLOGIES, INC. UFP TECHNOLOGIES, INC. 401(K) PLAN |
NEWBURYPORT MA |
| 939 |
| $56.2M |
| $725K |
| 4 | GRACELAND FRUIT, INC. GRACELAND FRUIT, INC. 401(K) PLAN | FRANKFORT MI | 155 | $10.8M | $333K |
| 5 | MYSTIC VALLEY ELDER SERVICES, INC. MYSTIC VALLEY ELDER SERVICES, INC. 403B PLAN | MALDEN MA | 349 | $18.3M | $136K |
| 6 | NORD GEAR CORPORATION NORD GEAR CORPORATION 401(K) PROFIT SHARING PLAN | WAUNAKEE WI | 505 | $42.2M | $85K |
| 7 | PLASAN NORTH AMERICA, INC. PLASAN NORTH AMERICA, INC. 401(K) PLAN | WALKER MI | 120 | $10.4M | $40K |
| 8 | CORA HEALTH SERVICES, INC. CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN | LIMA OH | 1,714 | $36.4M | $38K |
| 9 | PLASAN CARBON COMPOSITES, INC. PLASAN 401(K) PLAN | WALKER MI | 84 | $10.0M | $25K |
