Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding American Funds SMALLCAP World R6 American Funds 0 in their Schedule of Assets, totaling $24.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENTECH HOLDING INC. ENTECH SALES & SERVICE 401(K) PLAN | DALLAS TX | 406 | $68.4M | $3.7M |
| 2 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $2.7M |
| 3 | E & E CO., LTD E & E 401(K) & PROFIT SHARING PLAN |
FREMONT CA |
| 214 |
| $39.7M |
| $2.1M |
| 4 | ERVIN INDUSTRIES, INC. ERVIN INDUSTRIES, INC. EMPLOYEE PROFIT SHARING PLAN | ANN ARBOR MI | 156 | $52.0M | $1.7M |
| 5 | THE RFA GROUP, INC. THE RFA GROUP RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 500 | $39.9M | $1.4M |
| 6 | FANNING/HOWEY ASSOCIATES, INC. FANNING/HOWEY ASSOC., INC. 401(K) PS PLAN | CELINA OH | 120 | $28.5M | $1.2M |
| 7 | CYCLONE DRILLING, INC. CYCLONE DRILLING, INC. 401(K) PLAN | GILLETTE WY | 300 | $19.0M | $1.2M |
| 8 | VALDES ENGINEERING COMPANY VALDES ENGINEERING COMPANY RETIREMENT PLAN | LOMBARD IL | 152 | $29.3M | $1.1M |
| 9 | NA ALII CONSULTING AND SALES, LLC NAKUPUNA FOUNDATION FAMILY OF COMPANIES RETIREMENT PLAN | ARLINGTON VA | 1,367 | $88.8M | $994K |
| 10 | COLLEGETOWN BAGELS, INC. COLLEGETOWN BAGELS, INC 401(K) PLAN | ITHACA NY | 111 | $10.5M | $829K |
