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 Investor R3 - in their Schedule of Assets, totaling $1.7M 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 | SCHIMBERG CO. SCHIMBERG CO. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 171 | $41.8M | $1.7M |
