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 Investment in their Schedule of Assets, totaling $175K 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 | ARROW AVIATION COMPANY, LLC ARROW AVIATION 401(K) PLAN | BROUSSARD LA | 133 | $8.0M | $175K |
