Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Smallcap World R6 Registered investment company in their Schedule of Assets, totaling $5.4M 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 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $1.8M |
| 2 | O'REILLY MEDIA, INC. O'REILLY MEDIA, INC. 401(K) PLAN | SEBASTOPOL CA | 341 | $84.8M | $882K |
| 3 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN |
SAN DIEGO CA |
| 625 |
| $100.7M |
| $530K |
| 4 | PALLADYNE AI CORP. PALLADYNE AI CORP. 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 81 | $14.8M | $415K |
| 5 | WESTERN PARTITIONS, INC. WESTERN PARTITIONS, INC. 401(K) PROFIT SHARING PLAN | WILSONVILLE OR | 186 | $22.0M | $413K |
| 6 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $257K |
| 7 | ASSEMI GROUP, INC. ASSEMI GROUP, INC. RETIREMENT PLAN | FRESNO CA | 100 | $11.2M | $243K |
| 8 | DOWNEY BRAND LLP DOWNEY BRAND LLP EMPLOYEE RETIREMENT PLAN | SACRAMENTO CA | 148 | $96.9M | $200K |
| 9 | GENOMATICA, INC. GENOMATICA, INC. 401(K) PLAN | SAN DIEGO CA | 88 | $21.7M | $144K |
| 10 | ACI NORTHWEST, INC. ACI NORTHWEST, INC. 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 115 | $8.4M | $139K |
