Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Amer Funds Fundamental Investors Investment R5 Fund in their Schedule of Assets, totaling $150K 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 | NGP MANAGEMENT, LLC NGP MANAGEMENT, LLC 401K PLAN | NORTH READING MA | 1,533 | $21.1M | $150K |
