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 R4 in their Schedule of Assets, totaling $739K 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 | VENICE PIER GROUP, INC. VENICE PIER GROUP, INC. EMPLOYEES SAVINGS TRUST | VENICE FL | 230 | $7.1M | $390K |
| 2 | KAMCO SUPPLY CORPORATION OF BOSTON KAMCO SUPPLY CORPORATION OF BOSTON 401(K) PROFIT SHARING PLAN | WOBURN MA | 303 | $36.3M | $337K |
| 3 | CME ASSOCIATES, INC. |
SYRACUSE NY |
| 101 |
| $6.0M |
| $8K |
| 4 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN | NORTHWOOD NH | 131 | $24.9M | $4K |
