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 in their Schedule of Assets, totaling $2.7M 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 | DYERSVILLE READY MIX, INC. BARD MATERIALS 401(K) PLAN | DYERSVILLE IA | 266 | $37.8M | $1.7M |
| 2 | CERIUM NETWORKS, INC CERIUM NETWORKS 401(K) PLAN | SPOKANE WA | 136 | $21.1M | $646K |
| 3 | BRANDON ADVERTISING, INC. BRANDON ADVERTISING, INC. 401(K) PLAN |
MYRTLE BEACH SC |
| 146 |
| $13.4M |
| $356K |
| 4 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $15K |
