Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Fundamental Investors R3 Mutual Funds - in their Schedule of Assets, totaling $3.5M 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 | KLS MARTIN L.P. KLS MARTIN L.P. 401(K) SALARY REDUCTION PLAN & TRUST | JACKSONVILLE FL | 768 | $70.2M | $3.5M |
