Funds holding AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND (SMID)
15 funds declare a position · 0 ETFs and 15 other funds · 550.7M $ · US02630J7550
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 11,774,063 | 143.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 2 | American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 8,675,397 | 105.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 3 | American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 6,167,676 | 75.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 4 | American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 5,653,446 | 68.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 5 | American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 5,201,851 | 63.4M $ | 2.95 % | as of Apr 30, 2026 · Original filing |
| 6 | American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 3,315,035 | 40.4M $ | 5.01 % | as of Apr 30, 2026 · Original filing |
| 7 | American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,232,190 | 27.2M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 8 | American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 1,953,853 | 23.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 9 | American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 196,219 | 2.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 10 | American Funds IS 2050 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,926 | 21.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 11 | American Funds IS 2045 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,411 | 16.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 12 | American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,209 | 13.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 13 | American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 234 | 2.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 14 | American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 153 | 1.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 15 | American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 77 | 876.6 $ | 0.17 % | as of Mar 31, 2026 · Original filing |