Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Small-Cap World in their Schedule of Assets, totaling $10.3M 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 | HERREGAN DISTRIBUTORS, INC. HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN | EAGAN MN | 137 | $23.4M | $1.9M |
| 2 | PINNACLE ACTUARIAL RESOURCES, INC. PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST | BLOOMINGTON IL | 95 | $41.2M | $1.7M |
| 3 | CRESCENT COMMUNITIES, LLC |
CHARLOTTE NC |
| 179 |
| $44.4M |
| $1.5M |
| 4 | BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL | COLLINSVILLE IL | 139 | $23.6M | $1.1M |
| 5 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $991K |
| 6 | TRI-CITY ELECTRIC COMPANY OF IOWA TRI-CITY ELECTRIC COMPANY OF IOWA PROFIT SHARING 401(K) PLAN | DAVENPORT IA | 226 | $26.0M | $982K |
| 7 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND | KANSAS CITY MO | 783 | $63.5M | $445K |
| 8 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $393K |
| 9 | SIEMER MILLING COMPANY SIEMER MILLING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | TEUTOPOLIS IL | 187 | $85.5M | $199K |
| 10 | EAST WEST PARTNERS, LLC 401(K) EMPLOYEES SAVINGS PLAN OF EAST WEST PARTNERS, LLC | AVON CO | 131 | $27.4M | $174K |
