Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Smallcap World Fund-A in their Schedule of Assets, totaling $1.3M 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 | PLIMPTON & HILLS CORPORATION PLIMPTON & HILLS CORPORATION EMPLOYEES SAVINGS TRUST | MERIDEN CT | 253 | $30.3M | $774K |
| 2 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $328K |
| 3 | UMASS MEMORIAL HEALTH CARE, INC. |
WORCESTER MA |
| 5,561 |
| $649.7M |
| $164K |
| 4 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 89 | $2.9M | $50K |
| 5 | PATH PATH CORPORATION 403(B) PLAN | LOS ANGELES CA | 1,098 | $16.6M | $7K |
