American Funds Fundamental INV
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 286 retirement plans report an interest in this investment, totaling $46.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
286
Reported interest (EOY)
$46.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: American Funds Fundamental INV, American Fund Fundamental INV. Counts combine all variants of the same investment.
Plans holding American Funds Fundamental INVranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | DURITZA ENTERPRISES, INC. DURITZA ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON PA | 406 | $22.6M | $2.6M |
| 2 | SERVI-TECH, INC. SERVI-TECH EMPLOYEES' RETIREMENT PLAN | DODGE CITY KS | 170 | $33.2M | $2.1M |
| 3 | MILLER PRODUCTS, INC. MILLER PRODUCTS, INC. 401(K) PLAN | SEBRING OH | 305 | $25.2M | $2.1M |
| 4 | THE HARDY CORPORATION, INC. THE HARDY CORPORATION, INC. 401(K) PLAN | BIRMINGHAM AL | 173 | $8.1M | $1.9M |
| 5 | THE DUTRA GROUP THE DUTRA GROUP 401(K) PLAN | SAN RAFAEL CA | 157 | $39.1M | $1.6M |
| 6 | WILLIAMS-KEEPERS LLC WILLIAMS-KEEPERS LLC 401(K) PLAN | COLUMBIA MO | 117 | $34.1M | $1.5M |
| 7 | JEWISH COUNCIL FOR YOUTH SERVICES JEWISH COUNCIL FOR YOUTH SERVICES 401(K) PROFIT SHARING PLAN | CHICAGO IL | 169 | $5.3M | $1.4M |
| 8 | HIGHLANDS ONCOLOGY GROUP, P.A. HIGHLANDS ONCOLOGY GROUP, P.A. 401(K) PLAN | SPRINGDALE AR | 740 | $54.0M | $1.3M |
| 9 | COMMERCIAL READY MIX PRODUCTS, INC. COMMERCIAL READY MIX PRODUCTS 401(K) PLAN | WINTON NC | 233 | $10.6M | $1.1M |
| 10 | ALLEN ORGAN COMPANY LLC ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN | MACUNGIE PA | 124 | $19.1M | $954K |
See all 286 plans holding American Funds Fundamental INV
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