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 Ret Opt Units a in their Schedule of Assets, totaling $166K 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 | LYONS GROUP LTD. LYONS GROUP 401(K) PLAN | BOSTON MA | 736 | $8.0M | $166K |
