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 R4 Fund in their Schedule of Assets, totaling $879K 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 | LIFE CARE PASTORAL SERVICES LIFE CARE PASTORAL SERVICES TAX SHELTERED ANNUITY PLAN | PONTE VEDRA BEACH FL | 492 | $7.0M | $664K |
| 2 | INNOTEC CORP INNOTEC EMPLOYEE 401(K) PROFIT SHARING PLAN | ZEELAND MI | 158 | $19.9M | $215K |
