Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Smallcap World Fund Class R‐3 Mutual Fund in their Schedule of Assets, totaling $97K 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 | SYBARIS CLUBS INTERNATIONAL, INC. SYBARIS 401(K) RETIREMENT PLAN | ARLINGTON HEIGHTS IL | 148 | $1.2M | $46K |
| 2 | PRECISION ORTHOPEDICS PRECISION ORTHOPEDICS 401(K) PLAN | LAUREL MD | 109 | $4.2M | $46K |
| 3 | MARTIN TRUCK PARTS & SALES, LLC MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN |
LONDON KY |
| 186 |
| $8.4M |
| $5K |
