Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS FDAMENTAL INVS R4 MUTUAL FUND SHARES 0 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HILLCREST HEALTH SYSTEMS INC HILLCREST HEALTH 401K PLAN | BELLEVUE NE | 1,174 | $20.4M | $955K |
| 2 | CEDAR POINT FEDERAL CREDIT UNION CEDAR POINT FCU EMPLOYEES 401K PLAN | LEXINGTON PARK MD | 131 | $25.5M | $765K |
| 3 | D/T CARSON ENTERPRISES INC. THE D/T CARSON ENTERPRISES INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN |
MURRIETA CA |
| 715 |
| $8.6M |
| $161K |
| 4 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLAN | PHARR TX | 246 | $10.8M | $127K |
| 5 | REFINERY SPECIALTIES INC. REFINERY SPECIALTIES INC. 401K PROFIT SHARING PLAN AND TRUST | HEMPSTEAD TX | 271 | $13.4M | $57K |
| 6 | SAN DIEGO HEBREW HOMES SAN DIEGO HEBREW HOMES 403B PLAN | ENCINITAS CA | 276 | $8.8M | $15K |
