Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Smallcap World R4 Mutual Fund in their Schedule of Assets, totaling $9.5M 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 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $7.7M |
| 2 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $1.1M |
| 3 | WEAVER INVESTMENT COMPANY WEAVER INVESTMENT COMPANY 401(K) MASTER TRUST |
GREENSBORO NC |
| — |
| $6.5M |
| $417K |
| 4 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $122K |
| 5 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $92K |
