Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Smallcap World R3 in their Schedule of Assets, totaling $1.1M 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 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $447K |
| 2 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $219K |
| 3 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN |
CHEYENNE WY |
| 77 |
| $11.7M |
| $199K |
| 4 | UNBOLT, INC. UNBOLT, INC. 401(K) PROFIT SHARING PLAN | CEDARBURG WI | 170 | $7.8M | $71K |
| 5 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $71K |
| 6 | TRANSYLVANIA VOCATIONAL SERVIC TRANSYLVANIA VOCATIONAL SERVIC 401(K) PROFIT SHARING PLAN & TRUST | BREVARD NC | 201 | $3.3M | $55K |
