Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Smallcap World Fund Mutual Fund in their Schedule of Assets, totaling $15.2M 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 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $9.9M |
| 2 | AXH AIR-COOLERS, LLC AXH AIR-COOLERS 401(K) RETIREMENT PLAN | TULSA OK | 590 | $49.4M | $1.3M |
| 3 | HIGHLAND TANK AND MANUFACTURING COMPANY HIGHLAND TANK RETIREMENT PLAN |
STOYSTOWN PA |
| 365 |
| $38.2M |
| $671K |
| 4 | HIGHLAND TANK, LLC HIGHLAND TANK, LLC 401(K) PLAN | STOYSTOWN PA | 360 | $42.9M | $660K |
| 5 | HASTINGS MANAGEMENT COMPANY 401(K) HASTINGS MANAGEMENT COMPANY 401(K) PLAN | HASTINGS NE | 192 | $10.5M | $630K |
| 6 | GRIFFIS BLESSING, INC. GRIFFIS BLESSING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 337 | $11.5M | $528K |
| 7 | CONNECTIVITY POINT DESIGN & INSTALLATION, LLC CONNECTIVITY POINT 401(K) PLAN | AUBURN ME | 171 | $8.8M | $425K |
| 8 | STANFORD HEALTH CARE THE COMMITTEE FOR THE RECOGNITION OF NURSING ACHIEVEMENT (CRONA) SECTION 403(B) RETIREMENT PLAN | STANFORD CA | 102 | $54.3M | $366K |
| 9 | CUTLER REPAVING INC CUTLER REPAVING INC 401K PROFIT SHARING PLAN | LAWRENCE KS | 43 | $4.7M | $222K |
| 10 | HART BROTHERS CONSTRUCTION DBA AQUATIC TECHNOLOGIES AQUATIC TECHNOLOGIES, INC. EMPLOYEES 401K PLAN | SAN JUAN CAPISTRANO CA | 116 | $5.9M | $180K |
