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 R5 in their Schedule of Assets, totaling $356K 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 | MAGRUDER EYE INSTITUTE MAGRUDER EYE INSTITUTE 401(K) PLAN | ORLANDO FL | 206 | $20.2M | $256K |
| 2 | JIM BROWN CHEVROLET INC., DBA CLASSIC CHEVROLET JIM BROWN CHEVROLET, INC. DBA CLASSIC CHEVROLET 401(K) PLAN | MENTOR OH | 954 | $69.3M | $100K |
| 3 | BAY AGING BAY AGING 401(K) PLAN |
URBANNA VA |
| 335 |
| $7.1M |
| $706 |
