Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Small Cap World Fund Mutual fund in their Schedule of Assets, totaling $3.0M 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 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $1.9M |
| 2 | CYPRESS HOLDINGS, INC. CYPRESS HOLDINGS, INC. SALARY DEFERRAL PLAN | FORT BRAGG CA | 122 | $17.9M | $690K |
| 3 | MIEDEMA PRODUCE, INC. MIEDEMA PRODUCE, INC. 401K RETIREMENT PLAN |
HUDSONVILLE MI |
| 162 |
| $10.2M |
| $251K |
| 4 | PUCK CUSTOM ENTERPRISES, INC. PUCK CUSTOM ENTERPRISES, INC. 401(K) PLAN | MANNING IA | 195 | $5.7M | $30K |
| 5 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $29K |
| 6 | HOFFMAN MEDIA LLC HOFFMAN MEDIA, LLC 401(K) PLAN | BIRMINGHAM AL | 95 | $4.0M | $20K |
| 7 | BIG STEAKS MANAGEMENT, LLC. BIG STEAKS MANAGEMENT, LLC. 401(K) PLAN | PIKESVILLE MD | 260 | $2.7M | $3K |