Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds SmallCap World Registered investment company in their Schedule of Assets, totaling $10.2M 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 | ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEES ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN | WAUWATOSA WI | 2,376 | $651.5M | $10.0M |
| 2 | BADGER MUTUAL INSURANCE COMPANY BADGER MUTUAL INSURANCE COMPANY 401(K) PLAN | MILWAUKEE WI | 87 | $21.1M | $120K |
| 3 | WESTMORELAND MECHANICAL TESTING AND RESEARCH |
YOUNGSTOWN PA |
| 176 |
| $13.3M |
| $66K |
| 4 | ATRIO HEALTH PLANS, INC. ATRIO HEALTH PLANS, INC. EMPLOYEE SAVINGS PLAN | SALEM OR | 108 | $7.1M | $38K |
| 5 | WESTECH SYSTEMS, LLC WESTECH SYSTEMS, LLC RETIREMENT PLAN | CLOVIS CA | 203 | $12.7M | $6K |
