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 Mutual Funds in their Schedule of Assets, totaling $589K 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 | PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD CA | 243 | $22.8M | $519K |
| 2 | WEST COAST SELF-STORAGE GROUP, LLC WEST COAST SELF-STORAGE RETIREMENT PLAN | EVERETT WA | 144 | $2.4M | $52K |
| 3 | ANDERSEN & SONS SHELLING ANDERSEN & SONS SHELLING 401(K) PLAN |
VINA CA |
| 255 |
| $5.5M |
| $18K |