Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds Smallcap World in their Schedule of Assets, totaling $10.3M 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 | HIGHWAY EQUIPMENT COMPANY HIGHWAY EQUIPMENT COMPANY RETIREMENT PLAN | CEDAR RAPIDS IA | 153 | $29.5M | $3.0M |
| 2 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $1.4M |
| 3 | TASTEFULLY SIMPLE, INC. TASTEFULLY SIMPLE, INC. 401(K) PLAN & TRUST |
ALEXANDRIA MN |
| 43 |
| $15.9M |
| $1.2M |
| 4 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $1.0M |
| 5 | ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION 401(K) RETIREMENT PLAN AND TRUST | URBANA IL | 158 | $30.0M | $843K |
| 6 | VALUE ADDED DISTRIBUTORS VALUE ADDED DISTRIBUTORS 401(K) PROFIT SHARING PLAN | MIDLOTHIAN VA | 236 | $24.4M | $717K |
| 7 | REDPATH AND COMPANY, LTD. REDPATH AND COMPANY, LTD. 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 228 | $31.2M | $541K |
| 8 | ATLANTA CHAPTER, INDEPENDENT ELECTRICAL CONTRACTORS, INC. IEC MEMBERS SAVINGS PLAN | ATLANTA GA | 1,234 | $37.7M | $243K |
| 9 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $242K |
| 10 | GRUBER LAW OFFICES, LLC GRUBER LAW OFFICES, LLC 401(K) PLAN | MILWAUKEE WI | 103 | $12.6M | $225K |
