Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS FNDAMENTAL INVS R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.6M 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 | MIDWEST HOSE & SPECIALTY INC. MIDWEST HOSE & SPECIALTY INC. 401K PLAN | OKLAHOMA CITY OK | 348 | $14.6M | $1.6M |
| 2 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $1.5M |
| 3 | LIFE ENRICHING COMMUNITIES |
LOVELAND OH |
| 1,914 |
| $23.5M |
| $1.1M |
| 4 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $697K |
| 5 | EGIS BLN USA INC. EGIS BLN USA INC. PROFIT SHARING PLAN | INDIANAPOLIS IN | 202 | $37.7M | $591K |
| 6 | COMMUNITY HOSPITAL ASSOCIATION INC COMMUNITY HOSPITAL ASSOCIATION INC. 403B PLAN | FAIRFAX MO | 194 | $8.5M | $449K |
| 7 | CENTRAL INK CORPORATION CENTRAL INK 401K PLAN | WEST CHICAGO IL | 130 | $11.4M | $384K |
| 8 | JENNIE M. MELHAM MEMORIAL MEDICAL CENTER JENNIE M. MELHAM MEMORIAL MEDICAL CENTER 403B PLAN | BROKEN BOW NE | 108 | $8.4M | $371K |
| 9 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $312K |
| 10 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $214K |
