Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 70 retirement plans report an interest in this investment, totaling $12.9M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds Fundmntl Invst RET A, American Funds Fundmntl Invst RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $3.7M |
| 2 | PATRIOT HEALTH PARTNERS INC. PATRIOT HEALTH PARTNERS INC. MUTLIPLE EMPLOYER PLAN | MANCHESTER NH | 350 | $32.0M | $2.6M |
| 3 | NEW PINA VINEYARD MANAGEMENT, LLC DBA PINA VINEYARD MANAGEMENT NEW PINA VINEYARD MANAGEMENT, LLC 401(K) PLAN | OAKVILLE CA | 114 | $7.1M | $1.4M |
| 4 | CURO MANAGEMENT CORPORATION CURO MANAGEMENT 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,539 | $62.5M | $815K |
| 5 | G L MEZZETTA, INC G L MEZZETTA, INC. 401(K) SAVINGS PLAN | AMERICAN CANYON CA | 219 | $11.9M | $566K |
| 6 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $325K |
| 7 | CECO, INC. CECO/ITG 401(K) SAVINGS PLAN | COLUMBIA MD | 115 | $4.0M | $310K |
| 8 | ELIXIR EXTRUSIONS, LLC ELIXIR EXTRUSIONS 401(K) PLAN | DOUGLAS GA | 171 | $4.4M | $265K |
| 9 | WASCO INC WASCO, INC. 401(K) PLAN | NASHVILLE TN | 403 | $9.5M | $237K |
| 10 | SUMMA REHAB HOSPITAL SUMMA REHAB HOSPITAL RETIREMENT PLAN | AKRON OH | 242 | $5.6M | $220K |
