Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds Smallcap World R6 Mutual funds - in their Schedule of Assets, totaling $10.1M 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 | GREAT PLAINS MANUFACTURING, INCORPORATED GREAT PLAINS MANUFACTURING INC. PROFIT SHARING 401(K) PLAN | SALINA KS | 2,125 | $149.1M | $5.9M |
| 2 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST | SALINA KS | 107 | $44.0M | $1.0M |
| 3 | AIM LEASING COMPANY, INC. |
GIRARD OH |
| 947 |
| $32.1M |
| $792K |
| 4 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $732K |
| 5 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 394 | $45.0M | $668K |
| 6 | FOUR WINDS INTERACTIVE, LLC FOUR WINDS INTERACTIVE, LLC 401(K) PLAN | DENVER CO | 251 | $22.7M | $380K |
| 7 | HOMETOWN PHARMACY, INC. HOMETOWN PHARMACY RETIREMENT SAVINGS PLAN | NEW ERA MI | 346 | $19.7M | $200K |
| 8 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $156K |
| 9 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $116K |
| 10 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN | COVINGTON LA | 330 | $15.8M | $89K |
