Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Smallcap World Pooled separate account in their Schedule of Assets, totaling $727K 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 | SOLUTIONS DEVELOPMENT CORPORATION SOLUTIONS DEVELOPMENT CORPORATION 401(K) PLAN #001 | KING GEORGE VA | 55 | $17.0M | $205K |
| 2 | PERLO CONSTRUCTION GROUP, LLC PERLO CONSTRUCTION GROUP RETIREMENT PLAN | TUALATIN OR | 110 | $36.0M | $135K |
| 3 | DAYTON ROGERS MANUFACTURING CO. |
MINNEAPOLIS MN |
| 150 |
| $6.9M |
| $126K |
| 4 | HALKER CONSULTING LLC HALKER CONSULTING LLC 401(K) P/S PLAN | CENTENNIAL CO | 125 | $8.5M | $70K |
| 5 | PRODUCERS MIDSTREAM MANAGEMENT, LLC PRODUCERS MIDSTREAM MANAGEMENT 401(K) PLAN | DALLAS TX | 146 | $12.9M | $61K |
| 6 | CONTAINER SUPPLY COMPANY CONTAINER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | GARDEN GROVE CA | 86 | $15.8M | $48K |
| 7 | KENONA INDUSTRIES LLC KENONA INDUSTRIES LLC 401(K) PLAN | GRAND RAPIDS MI | 152 | $6.1M | $40K |
| 8 | WESTERN PACIFIC BUILDING MATERIALS, INC. WESTERN PACIFIC BUILDING MATERIALS, INC. SALARY SAVINGS PLAN | VANCOUVER WA | 366 | $15.7M | $11K |
| 9 | ALLATA, LLC ALLATA, LLC 401(K) PLAN | DALLAS TX | 106 | $7.7M | $10K |
| 10 | GEE WHIZ II, LLC. AUVIL FRUIT 401(K) PLAN | ORONDO WA | 1,274 | $8.3M | $10K |
