Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Small Cap World Fund Class R-6 Mutual fund in their Schedule of Assets, totaling $2.3M 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 | CLACK CORPORATION CLACK CORPORATION PROFIT SHARING 401(K) PLAN | WINDSOR WI | 417 | $85.3M | $1.6M |
| 2 | LIONMARK CONSTRUCTION CO. LLC AMERICAN CONTRACTORS 401(K) PLAN | ST. LOUIS MO | 298 | $14.8M | $639K |
| 3 | CLIPPER PETROLEUM, INC. CLIPPER PETROLEUM, INC. PROFIT SHARING 401(K) PLAN |
FLOWERY BRANCH GA |
| 218 |
| $8.3M |
| $45K |