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 Mutual fund in their Schedule of Assets, totaling $6.5M 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 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN | RICHARDSON TX | 1,503 | $187.2M | $5.2M |
| 2 | SHELBY GRAVEL, INC. SHELBY GRAVEL, INC. EMPLOYEE 401(K) RETIREMENT PLAN | SHELBYVILLE IN | 250 | $32.9M | $702K |
| 3 | VAA, LLC VAA, LLC PROFIT SHARING PLAN |
PLYMOUTH MN |
| 249 |
| $62.2M |
| $645K |
