Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds Fundamental Income R1 N/A in their Schedule of Assets, totaling $7K 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 | VIA SATELLITE, INC. VIA SATELLITE, INC. 401(K) PLAN | FRONT ROYAL VA | 85 | $948K | $7K |
