As of the latest SEC filings, AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND (SMID) (RMDMX) is held by 15 institutional funds. The largest fund shareholder is American Funds 2050 Target Date Retirement Fund (AALTX), holding an estimated $143,525,823.75 in market value, representing 0.34% of its portfolio.
Funds holding AMERICAN FUNDS U.S. SMALL AND MID CAP EQUITY FUND (SMID) (RMDMX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- RMDMX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AALTX
American Funds 2050 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 0.34% | $143,525,823.75 | 11,774,063 | Apr 30, 2026 | Jun 26, 2026 |
|
AAMTX
American Funds 2055 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 0.34% | $105,753,093.73 | 8,675,397 | Apr 30, 2026 | Jun 26, 2026 |
|
AAHTX
American Funds 2045 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 0.16% | $75,183,969.60 | 6,167,676 | Apr 30, 2026 | Jun 26, 2026 |
|
AANTX
American Funds 2060 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 0.34% | $68,915,502.21 | 5,653,446 | Apr 30, 2026 | Jun 26, 2026 |
|
CDJAX
American Funds College 2039 Fund
|
MF | Capital Group / American Funds | 2.95% | $63,410,568.52 | 5,201,851 | Apr 30, 2026 | Jun 26, 2026 |
|
CABAX
American Funds College 2042 Fund
|
MF | Capital Group / American Funds | 5.01% | $40,410,272.31 | 3,315,035 | Apr 30, 2026 | Jun 26, 2026 |
|
CCFAX
American Funds College 2036 Fund
|
MF | Capital Group / American Funds | 0.72% | $27,210,394.06 | 2,232,190 | Apr 30, 2026 | Jun 26, 2026 |
|
AAOTX
American Funds 2065 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 0.34% | $23,817,463.15 | 1,953,853 | Apr 30, 2026 | Jun 26, 2026 |
|
AAFJX
American Funds 2070 Target Date Retirement Fund
|
MF | Capital Group / American Funds | 0.37% | $2,391,904.38 | 196,219 | Apr 30, 2026 | Jun 26, 2026 |
|
-
American Funds IS 2050 Target Date Fund
|
ETF | Capital Group / American Funds | 0.17% | $21,936.04 | 1,926 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2045 Target Date Fund
|
ETF | Capital Group / American Funds | 0.09% | $16,072.69 | 1,411 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2055 Target Date Fund
|
ETF | Capital Group / American Funds | 0.17% | $13,770.81 | 1,209 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2070 Target Date Fund
|
ETF | Capital Group / American Funds | 0.17% | $2,661.03 | 234 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2060 Target Date Fund
|
ETF | Capital Group / American Funds | 0.17% | $1,738.83 | 153 | Mar 31, 2026 | May 28, 2026 |
|
-
American Funds IS 2065 Target Date Fund
|
ETF | Capital Group / American Funds | 0.17% | $876.56 | 77 | Mar 31, 2026 | May 28, 2026 |
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