Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds SmallCap World Fund Class R-6 Mutual fund - in their Schedule of Assets, totaling $6.4M 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 | O'CONNELL ELECTRIC CO. O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VICTOR NY | 186 | $57.6M | $3.9M |
| 2 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN | SALINA KS | 2,721 | $147.4M | $1.2M |
| 3 | CLEVELAND BROWNS FOOTBALL COMPANY LLC |
BEREA OH |
| 314 |
| $66.8M |
| $796K |
| 4 | LONGFELLOW REAL ESTATE PARTNERS, LLC LONGFELLOW REAL ESTATE PARTNERS, LLC 401(K) PLAN | BOSTON MA | 114 | $16.8M | $458K |
| 5 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN | OCEAN CITY MD | 398 | $14.0M | $66K |
| 6 | E-J ELECTRIC INSTALLATION COMPANY E-J ELECTRIC INSTALLATION COMPANY PROFIT SHARING PLAN | LONG ISLAND CITY NY | 355 | $8.6M | $5K |