Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $11.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds Fundamental Investor, American Fund Fundamental Investor. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CTCO BENEFIT SERVICES, LLC CTCO BENEFIT SERVICES 401(K) PLAN | HOUMA LA | 259 | $23.0M | $2.7M |
| 2 | P HOLDINGS, INC. P HOLDINGS, INC. 401(K) SAVINGS PLAN | BROOKFIELD WI | 0 | — | $1.7M |
| 3 | TRIS PHARMA, INC. TRIS PHARMA 401(K) PLAN | MONMOUTH JUNCTION NJ | 556 | $49.7M | $1.5M |
| 4 | ROSINA FOOD PRODUCTS, INC. ROSINA FOOD PRODUCTS, INC. 401(K) PLAN | BUFFALO NY | 480 | $39.9M | $1.2M |
| 5 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $876K |
| 6 | HUB INTERNATIONAL PUERTO RICO, INC. HUB INTERNATIONAL PUERTO RICO, INC. RETIREMENT PLAN | SAN JUAN PR | 117 | $9.9M | $479K |
| 7 | DAYTON ROGERS MANUFACTURING CO. DAYTON ROGERS MANUFACTURING COMPANY 401(K) PLAN | MINNEAPOLIS MN | 150 | $6.9M | $342K |
| 8 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN | WACO TX | 116 | $18.5M | $341K |
| 9 | CHATTANOOGA SHOOTING SUPPLIES, INC. CHATTANOOGA SHOOTING SUPPLIES, INC. PROFIT SHARING PLAN | CHATTANOOGA TN | 177 | $33.7M | $281K |
| 10 | PRODUCT DEVELOPMENT ASSOCIATES, INC. PDA 401(K) PLAN | BURNSVILLE MN | 146 | $11.1M | $236K |
