Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMERICAN FUNDAMENTAL MUTUAL FUNDS in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAXON INDUSTRIES, INC. MAXON INDUSTRIES 401(K) PLAN | SANTE FE SPRINGS CA | 136 | $34.8M | $1.5M |
| 2 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $606K |
