Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMERICAN FUNDS SMCAP WLRD -R3 in their Schedule of Assets, totaling $823K 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 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $275K |
| 2 | EARTH ENGINEERING INCORPORATED EARTH ENGINEERING INCORPORATED 401(K) PLAN | EAST NORRITON PA | 97 | $12.3M | $268K |
| 3 | PRO-TEC FIRE SERVICES, INC. |
APPLETON WI |
| 245 |
| $7.1M |
| $130K |
| 4 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $120K |
| 5 | JING-JIN ELECTRIC NORTH AMERICA, JING-JIN ELECTRIC NA 401(K) PLAN | FARMINGTON HILLS MI | 128 | $3.9M | $30K |
