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 Registered investment company in their Schedule of Assets, totaling $923K 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 | CONCEPT SOLUTIONS, LLC CONCEPT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 195 | $20.7M | $586K |
| 2 | WALDORF FORD, INC. WALDORF FORD, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WALDORF MD | 874 | $34.2M | $289K |
| 3 | VENTURA COASTAL, LLC |
VENTURA CA |
| 98 |
| $2.1M |
| $48K |
