Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Smallcap World Mutual fund N/A in their Schedule of Assets, totaling $26K 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 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $17K |
| 2 | YOUNG CHEVROLET COMPANY YOUNG AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | LAYTON UT | 1,234 | $38.9M | $10K |
