Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Fdmntl Inv R6 in their Schedule of Assets, totaling $2.7M 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 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $1.4M |
| 2 | MAU, INC. MAU, INC. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 3,087 | $15.1M | $615K |
| 3 | NATHEL & NATHEL, INC. NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES |
BRONX NY |
| 163 |
| $6.2M |
| $279K |
| 4 | WAHOO FITNESS WAHOO FITNESS RETIREMENT TRUST | ATLANTA GA | 146 | $10.1M | $233K |
| 5 | CRH HEALTHCARE, LLC CRH HEALTHCARE, LLC 401(K) PLAN | ATLANTA GA | 788 | $11.5M | $111K |
| 6 | RESULTIV HOLDINGS, INC. RESULTIV HOLDINGS, INC. 401(K) PLAN | ALPHARETTA GA | 4 | $17.4M | $104K |
