Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Smallcap World Fund-R3 in their Schedule of Assets, totaling $744K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVANS TRANSPORTATION EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN | DELAFIELD WI | 132 | $12.0M | $634K |
| 2 | TRIPLE CITIES METAL FINISHING CORPORATION TRIPLE CITIES METAL FINISHING CORPORATION 401(K) PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $5.6M | $61K |
| 3 | JASPER COUNTY SHELTERED FACILITIES ASSOCIATION, INC. |
JOPLIN MO |
| 338 |
| $2.6M |
| $47K |
| 4 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $1K |
