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 Inv R3 N/R in their Schedule of Assets, totaling $538K 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 | LEGACY TREATMENT SERVICES, INC. LEGACY TREATMENT SERVICES, INC. 403B PLAN | HAINESPORT NJ | 814 | $16.8M | $538K |
