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-R5E in their Schedule of Assets, totaling $122K 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 | ALL WAYS SAFE, LLC ALL WAYS SAFE, LLC 401(K) PLAN | MCDONALD PA | 122 | $4.9M | $85K |
| 2 | NORTHPOINT RECOVERY HOLDINGS LLC NORTHPOINT RECOVERY HOLDINGS PROFIT SHARING/401(K) PLAN | MERIDIAN ID | 353 | $2.6M | $32K |
| 3 | JRC MECHANICAL, LLC JRC MECHANICAL, LLC 401(K) PLAN |
CHESAPEAKE VA |
| 151 |
| $2.9M |
| $5K |
