Funds holding AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND (SMID)
ISIN US02630J7550 · United States
- Fund holders
- 15
- Of which ETFs
- 0 15 other funds
- Value held
- 759.9M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 17,370,707 | 215.4M $ | 0.51 % | as of Jul 31, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 12,813,092 | 158.9M $ | 0.51 % | as of Jul 31, 2026 ↗ |
| American Funds 2045 Target Date Retirement Fund American Funds Target Date Retirement Series | 9,086,093 | 112.7M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 8,447,068 | 104.7M $ | 0.51 % | as of Jul 31, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 5,201,851 | 64.5M $ | 2.83 % | as of Jul 31, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 3,783,449 | 46.9M $ | 4.94 % | as of Jul 31, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 3,004,340 | 37.3M $ | 0.50 % | as of Jul 31, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 1,233,148 | 15.3M $ | 0.39 % | as of Jul 31, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 328,967 | 4.1M $ | 0.50 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2050 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 3,908 | 50K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2045 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 2,608 | 33.4K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2055 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 2,490 | 31.9K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2070 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 533 | 6.8K $ | 0.35 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2060 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 347 | 4.4K $ | 0.34 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2065 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 181 | 2.3K $ | 0.34 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 4.94 % | as of Jul 31, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2.83 % | as of Jul 31, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.51 % | as of Jul 31, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.51 % | as of Jul 31, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.51 % | as of Jul 31, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.50 % | as of Jul 31, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.50 % | as of Jul 31, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 0.39 % | as of Jul 31, 2026 ↗ |
| American Funds IS 2070 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 0.35 % | as of Jun 30, 2026 ↗ |
| American Funds IS 2060 Target Date Retirement Fund AMERICAN FUNDS INSURANCE SERIES | 0.34 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 15 | 0 | 61,278,783 | +35.6 % |
| 2026Q2 | 15 | +6 | 45,174,738 | +64.4 % |
| 2026Q1 | 9 | +6 | 27,478,840 | +165.7 % |
| 2025Q4 | 3 | 0 | 10,342,756 | +5.2 % |
| 2025Q3 | 3 | 9,834,048 |
Cite this page
Titelia. "Funds holding AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND (SMID)". https://titelia.com/en/stocks/american-funds-u-s-small-and-mid-cap-equity-fund-smid-US02630J7550