Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds U.S. Smallcap World Fund - Investor Shares Mutual Fund in their Schedule of Assets, totaling $487K 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 | XL INDUSTRIES XL INDUSTRIES 401(K) PLAN | MILPITAS CA | 255 | $65.7M | $487K |
