Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Small Cap World - in their Schedule of Assets, totaling $3.3M 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 | PINNACLE ACTUARIAL RESOURCES, INC. PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST | BLOOMINGTON IL | 95 | $41.2M | $1.7M |
| 2 | TRI-CITY ELECTRIC COMPANY OF IOWA TRI-CITY ELECTRIC COMPANY OF IOWA PROFIT SHARING 401(K) PLAN | DAVENPORT IA | 226 | $26.0M | $982K |
| 3 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO |
KANSAS CITY MO |
| 783 |
| $63.5M |
| $445K |
| 4 | IOWA TRIBE OF KANSAS AND NEBRASKA IOWA TRIBE OF KANSAS AND NEBRASKA EMPLOYEES SAVINGS TRUST | WHITE CLOUD KS | 140 | $1.2M | $47K |
| 5 | ON SITE MANAGEMENT, INC. ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | BOZEMAN MT | 111 | $17.5M | $40K |
| 6 | BORINQUEN CONTAINER BORINQUEN CONTAINER CODA RETIREMENT PLAN | ARECIBO PR | 170 | $2.2M | $8K |
