Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Fundamental Investor R4 # in their Schedule of Assets, totaling $6.2M 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 | GROB SYSTEMS, INC. GROB SYSTEMS, INC. PROFIT SHARING PLAN | BLUFFTON OH | 873 | $100.1M | $4.5M |
| 2 | SMALL NEWSPAPER GROUP, INC. SMALL NEWSPAPER GROUP RETIREMENT PLAN & TRUST | KANKAKEE IL | 33 | $11.4M | $1.7M |
