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 R2E - in their Schedule of Assets, totaling $234K 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 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN | SOMERSET KY | 93 | $8.2M | $144K |
| 2 | REEVES HARDWARE COMPANY, INC. REEVES HARDWARE COMPANY RETIREMENT PLAN | CLAYTON GA | 103 | $6.3M | $50K |
| 3 | IFC SERVICES, INC. IFC SERVICES 401(K) PROFIT SHARING PLAN |
MOUNT UNION PA |
| 176 |
| $5.7M |
| $40K |
