Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds Smallcap World R6 in their Schedule of Assets, totaling $21.6M 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 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $5.0M |
| 2 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $3.5M |
| 3 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN |
FREMONT CA |
| 316 |
| $123.4M |
| $2.5M |
| 4 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $2.5M |
| 5 | LOGICAL SYSTEMS, LLC LOGICAL SYSTEMS 401(K) PLAN | MEMPHIS TN | 304 | $73.6M | $1.4M |
| 6 | WALLACE DESIGN COLLECTIVE, PC WALLACE DESIGN COLLECTIVE, PC 401(K) RETIREMENT PLAN | TULSA OK | 291 | $30.4M | $734K |
| 7 | SOUTHERN NEW HAMPSHIRE SERVICES, INC. SOUTHERN NEW HAMPSHIRE SERVICES, INC. EMPLOYER SPONSORED 403(B) PLAN | MANCHESTER NH | 314 | $29.2M | $654K |
| 8 | SPRINTER SERVICES, INC. SPRINTER SERVICES, INC. 401(K) PLAN | GRANDVILLE MI | 255 | $11.5M | $568K |
| 9 | UNITED REFRACTORIES CO. UNITED REFRACTORIES CO. THRIFT SAVINGS PLAN | MCMURRAY PA | 123 | $11.2M | $340K |
| 10 | HAAS SONS, INC. HAAS SONS, INC. 401(K) PROFIT SHARING PLAN | THORP WI | 357 | $39.5M | $327K |
