Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Small-Cap World R6 Mutual Fund in their Schedule of Assets, totaling $11.9M 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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $5.5M |
| 2 | UNITED NOTIONS, INC. UNITED NOTIONS, INC. 401(K) PLAN | DALLAS TX | 98 | $29.4M | $3.0M |
| 3 | BURKES MECHANICAL, INC. BURKES MECHANICAL, INC. 401(K) PLAN |
BRENT AL |
| 617 |
| $27.7M |
| $1.1M |
| 4 | WILSON OIL, INC. WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONGVIEW WA | 355 | $30.4M | $775K |
| 5 | ALL-FILL, INC. AFI 401(K) SAVINGS PLAN | EXTON PA | 158 | $23.8M | $768K |
| 6 | MITCHELL GROCERY CORPORATION MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN | ALBERTVILLE AL | 888 | $23.8M | $300K |
| 7 | MERUELO ENTERPRISES, INC. MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,047 | $87.9M | $180K |
| 8 | MEDIC AMBULANCE SERVICE, INC. MEDIC AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | FAIRFIELD CA | 303 | $11.4M | $133K |
| 9 | NEVELL GROUP, INC NGI 401(K) SAVINGS PLAN | BREA CA | 156 | $21.5M | $112K |
| 10 | CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST | ALBANY NY | 384 | $66.8M | $47K |
