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
- 550.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| 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 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 5,201,851 | 63.4M $ | 2.95 % | as of Apr 30, 2026 ↗ |
| American Funds College 2042 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 3,315,035 | 40.4M $ | 5.01 % | as of Apr 30, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2,232,190 | 27.2M $ | 0.72 % | as of Apr 30, 2026 ↗ |
| 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 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 196,219 | 2.4M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2050 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,926 | 21.9K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2045 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,411 | 16.1K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 1,209 | 13.8K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 234 | 2.7K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2060 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 153 | 1.7K $ | 0.17 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2065 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 77 | 876.6 $ | 0.17 % | as of Mar 31, 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 | 5.01 % | as of Apr 30, 2026 ↗ |
| American Funds College 2039 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 2.95 % | as of Apr 30, 2026 ↗ |
| American Funds College 2036 Fund AMERICAN FUNDS COLLEGE TARGET DATE SERIES | 0.72 % | as of Apr 30, 2026 ↗ |
| American Funds 2070 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.37 % | as of Apr 30, 2026 ↗ |
| American Funds 2055 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.34 % | as of Apr 30, 2026 ↗ |
| American Funds 2050 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.34 % | as of Apr 30, 2026 ↗ |
| American Funds 2060 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.34 % | as of Apr 30, 2026 ↗ |
| American Funds 2065 Target Date Retirement Fund American Funds Target Date Retirement Series | 0.34 % | as of Apr 30, 2026 ↗ |
| American Funds IS 2070 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 0.17 % | as of Mar 31, 2026 ↗ |
| American Funds IS 2055 Target Date Fund AMERICAN FUNDS INSURANCE SERIES | 0.17 % | as of Mar 31, 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 |
|---|---|---|---|---|
| 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