Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Smallcap World Fund in their Schedule of Assets, totaling $488K 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 | BEACH CITIES ORTHOPEDIC BEACH CITIES ORTHOPEDIC 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 119 | $2.9M | $173K |
| 2 | LIVING RESOURCES CORPORATION LIVING RESOURCES 403(B) RETIREMENT PLAN | ALBANY NY | 805 | $11.0M | $169K |
| 3 | VERO FOODS, LLC VERO FOODS, LLC/COURAGE PRODUCTIONS,LLC 401(K) PLAN |
FAIRFIELD CA |
| 133 |
| $7.9M |
| $58K |
| 4 | IMD FLUID SYSTEM TECHNOLOGIES, INC. IMD FLUID SYSTEM TECHNOLOGIES, INC. 401(K) PLAN | FREMONT CA | 91 | $16.9M | $45K |
| 5 | LEE HILL INVESTMENTS LLC LEE HILL INVESTMENTS LLC 401(K) PLAN | CHANDLER AZ | 292 | $2.0M | $16K |
| 6 | FIVE STAR TRANSPORTATION, INC. FIVE STAR TRANSPORTATION, INC. 401(K) PLAN | SOUTH HADLEY MA | 290 | $1.6M | $11K |
| 7 | MILO'S TEA COMPANY, INC. MILO'S TEA COMPANY, INC. RETIREMENT SAVINGS PLAN | BESSEMER AL | 773 | $21.8M | $9K |
| 8 | NORWICH CONVALESCENT HOME, INC NORWICHTOWN AND NEW LONDON REHAB & CARE CENTER 401(K) PLAN | NORWICH CT | 316 | $2.2M | $7K |
