Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds SMCAP Wld R6 Fd in their Schedule of Assets, totaling $9.9M 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 | SALT RIVER MATERIALS GROUP SALT RIVER MATERIALS GROUP 401(K) PLAN | SCOTTSDALE AZ | 420 | $89.3M | $2.7M |
| 2 | BUTLER, FAIRMAN AND SEUFERT, INCORPORATED BUTLER-FAIRMAN & SEUFERT, INC. 401(K)/ PROFIT SHARING PLAN | INDIANAPOLIS IN | 194 | $73.3M | $2.3M |
| 3 | SUCCESS MORTGAGE PARTNERS, INC. |
PLYMOUTH MI |
| 411 |
| $9.1M |
| $1.2M |
| 4 | MARTIN TRANSPORTATION SYSTEMS, INC TRANSPORTATION AND LOGISTICS 401(K) PLAN | BYRON CENTER MI | 1,208 | $25.8M | $997K |
| 5 | MELLING TOOL COMPANY THE MELLING EMPLOYEES' 401(K) PLAN | JACKSON MI | 492 | $35.6M | $751K |
| 6 | PARKER AMERICAS INC. PARKER AMERICAS INC. 401(K) RETIREMENT PLAN | KANSAS CITY MO | 116 | $15.6M | $746K |
| 7 | J.F. BRENNAN COMPANY, INC. BRENNAN COMPANIES 401(K) AND PROFIT SHARING PLAN | LA CROSSE WI | 318 | $46.6M | $347K |
| 8 | QUALITY KING DISTRIBUTORS, INC. QUALITY KING DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | BELLPORT NY | 237 | $27.9M | $216K |
| 9 | CENERO LLC CENERO LLC 401(K) PLAN | MALVERN PA | 254 | $15.0M | $153K |
| 10 | RIDGEWELL'S, INC. RIDGEWELL'S, INC. EMPLOYEE SAVINGS AND RETIREMENT 401(K) PLAN | BETHESDA MD | 219 | $9.9M | $117K |