Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Funds Fundamental Investors in their Schedule of Assets, totaling $20.9M 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 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA PA | 271 | $188.2M | $6.4M |
| 2 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $5.0M |
| 3 | MEDICAL REVIEW OF NORTH CAROLINA, INC. |
RALEIGH NC |
| 85 |
| $15.4M |
| $2.0M |
| 4 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN | PHILADELPHIA PA | 137 | $17.3M | $1.4M |
| 5 | SIDECAR HR LLC SIDECAR HR 401(K) PLAN | ORLANDO FL | 1,286 | $35.6M | $1.4M |
| 6 | UNITED MEDICAL CENTER UNITED MEDICAL CENTER 403(B) PLAN | EAGLE PASS TX | 380 | $12.4M | $1.1M |
| 7 | AKTION ASSOCIATES, INC. AKTION ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | MAUMEE OH | 214 | $32.5M | $873K |
| 8 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 403(B) RETIREMENT PLAN | CHICAGO IL | 269 | $53.4M | $854K |
| 9 | E. GLUCK CORPORATION E. GLUCK CORPORATION 401(K) PLAN | LITTLE NECK NY | 204 | $17.6M | $680K |
| 10 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II | PHILADELPHIA PA | 153 | $31.6M | $589K |
