Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Small-Cap World Fund in their Schedule of Assets, totaling $21.7M 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 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $19.3M |
| 2 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN FOR PRODUCTION EMPLOYEES | BREA CA | 734 | $16.2M | $993K |
| 3 | NEW-INDY CONTAINERBOARD LLC |
ONTARIO CA |
| 765 |
| $135.6M |
| $697K |
| 4 | PACIFIC AUTOMOTIVE GROUP, LLC PACIFIC AUTOMOTIVE GROUP 401(K) PLAN | DALY CITY CA | 120 | $9.6M | $398K |
| 5 | NEW-INDY CONTAINERBOARD, LLC NEW INDY CONTAINER BOARD PACKAGING 401(K) RETIREMENT PLAN | ONTARIO CA | 1,024 | $56.2M | $118K |
| 6 | INTERNATIONAL MARINE PRODUCTS, INC INTERNATIONAL MARINE PRODUCTS RETIREMENT PLAN | LOS ANGELES CA | 106 | $6.9M | $83K |
| 7 | NULTON DIAGNOSTIC & TREATMENT CENTER, PC NULTON DIAGNOSTIC & TREATMENT CENTER 401(K) PLAN | JOHNSTOWN PA | 242 | $5.3M | $31K |
| 8 | SOUTHERN ERECTORS, INC. SEI-GROUP 401(K) PLAN AND TRUST | PENSACOLA FL | 119 | $15.8M | $17K |
| 9 | OPENROAD OPCO. LLC OPENROAD 401(K) PLAN | AUSTIN TX | 398 | $8.0M | $10K |
