American Funds Fundmntl Invst RET A
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 72 retirement plans report an interest in this investment, totaling $12.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
72
Reported interest (EOY)
$12.8M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding American Funds Fundmntl Invst RET Aranked by reported interest
Unlock full list (Pro)| # | 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 | 101 | $8.5M | $1.7M |
| 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 | SUMMA REHAB HOSPITAL SUMMA REHAB HOSPITAL RETIREMENT PLAN | AKRON OH | 242 | $5.6M | $220K |
| 9 | NEC NETWORKS, LLC NEC NETWORKS, LLC 401(K) PLAN | SAN ANTONIO TX | 109 | $7.6M | $219K |
| 10 | GENERAL LOGISTICS SYSTEMS US, INC. GENERAL LOGISTICS SYSTEMS US, INC. 401(K) PLAN | STOCKTON CA | 612 | $13.8M | $218K |
See all 72 plans holding American Funds Fundmntl Invst RET A
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