Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds SMALLCAP World R4 American Funds 0 in their Schedule of Assets, totaling $4.1M 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 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $882K |
| 2 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $873K |
| 3 | NEWPORT INDUSTRIES, INC. |
ROLLING MEADOWS IL |
| 126 |
| $23.5M |
| $638K |
| 4 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $541K |
| 5 | JONES LUMBER COMPANY, INC JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN | LYNWOOD CA | 136 | $15.0M | $323K |
| 6 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $291K |
| 7 | THE AAGARD GROUP, LLC THE AAGARD GROUP, LLC. 401(K) PS PLAN | ALEXANDRIA MN | 314 | $25.8M | $266K |
| 8 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $173K |
| 9 | OLDS PRODUCTS CO. OF ILLINOIS OLDS PRODUCTS COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN | PLEASANT PRAIRIE WI | 197 | $14.6M | $70K |
| 10 | GREAT SOUTHERN HOMES, INC. GREAT SOUTHERN HOMES 401(K) PLAN | IRMO SC | 205 | $1.5M | $34K |
