Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Smallcap World R5E Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | ASTRO PAK CORPORATION ASTRO PAK CORPORATION 401K PLAN | COSTA MESA CA | 167 | $24.5M | $1.2M |
| 2 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN | COVINGTON LA | 420 | $30.2M | $562K |
| 3 | FFKR ARCHITECTS/PLANNERS II FFKR ARCHITECTS/PLANNERS II 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 158 |
| $30.0M |
| $162K |
| 4 | RED STORM ENTERTAINMENT, INC. RED STORM ENTERTAINMENT, INC. 401(K) P/S PLAN & TRUST | CARY NC | 155 | $29.7M | $148K |