Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amer Funds Fundamental Investors Pooled Separate Accounts in their Schedule of Assets, totaling $218K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PERSONAL HEALTHCARE MANAGEMENT, LLC PERSONAL HEALTHCARE MANAGEMENT, LLC 401(K) PLAN | TARRYTOWN NY | 1,758 | $5.9M | $218K |
