Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds Smallcap World Fund Mutual Fund in their Schedule of Assets, totaling $48.8M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $40.1M |
| 2 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $2.0M |
| 3 | 3 ARTS ENTERTAINMENT, INC. 3 ARTS ENTERTAINMENT, INC. 401(K) PLAN |
| 61 |
| $14.0M |
| $1.4M |
| 4 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $914K |
| 5 | SABAN CAPITAL GROUP LLC SABAN CAPITAL GROUP LLC 401(K) AND RETIREMENT PLAN | LOS ANGELES CA | 63 | $29.9M | $744K |
| 6 | SKA CONSULTING ENGINEERS, INC. SKA CONSULTING ENGINEERS, INC. THRIFT SAVINGS PLAN | GREENSBORO NC | 92 | $29.5M | $703K |
| 7 | TOTAL INDUSTRIES TOTAL INDUSTRIES | LIVERMORE CA | 213 | $20.2M | $435K |
| 8 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $391K |
| 9 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN | ALBION NE | 408 | $12.6M | $332K |
| 10 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $316K |
