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 Registered investment company in their Schedule of Assets, totaling $114K 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 | ALLIANCE FOR A HEALTHIER GENERATION ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN | PORTLAND OR | 59 | $13.1M | $74K |
| 2 | PORTLAND BOTTLING COMPANY PORTLAND BOTTLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 155 | $4.7M | $37K |
| 3 | AZURA LIVING LLC |
MILWAUKEE WI |
| 230 |
| $2.6M |
| $3K |
