Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding AMERICAN FUNDS SMCAP WRLD -R4 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $1.1M |
| 2 | JAMES J. ANDERSON CONSTRUCTION JAMES J. ANDERSON CONSTRUCTION CO., INC. 401(K) PS PLAN | PHILADELPHIA PA | 91 | $27.9M | $787K |
| 3 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN |
VINEMONT AL |
| 570 |
| $28.3M |
| $782K |
| 4 | COLONIAL ELECTRIC SUPPLY CO INC COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST | KING OF PRUSSIA PA | 427 | $45.1M | $692K |
| 5 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $662K |
| 6 | PHOENIX INTERNATIONAL HOLDINGS, PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | LARGO MD | 178 | $22.2M | $494K |
| 7 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST | VAN NUYS CA | 616 | $39.0M | $340K |
| 8 | MESSAGEBIRD USA, INC MESSAGEBIRD USA, INC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 53 | $23.4M | $218K |
| 9 | IDR, INC. INTERNATIONAL DEVELOPMENT & RESOURCES, INC. 401(K) PLAN | CENTREVILLE VA | 180 | $33.6M | $109K |
| 10 | ONE NETWORK ENTERPRISES ONE NETWORK ENTERPRISES, INC. 401(K) PS PLAN & TRUST | DALLAS TX | 230 | $13.8M | $95K |
