Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Smallcap World Fund;R4 Mutual Fund in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $2.9M |
| 2 | BONE & JOINT CLINIC OF B.R., INC. BONE & JOINT CLINIC PROFIT SHARING PLAN AND TRUST | BATON ROUGE LA | 209 | $18.9M | $797K |
| 3 | FOLK OIL COMPANY, INC. |
HOMER MI |
| 280 |
| $10.1M |
| $22K |
