Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds Fundamental Investors® Class R-6 in their Schedule of Assets, totaling $3.6M 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 | COPE PLASTICS, INC. COPE PLASTICS, INC. PROFIT SHARING PLAN | ALTON IL | 339 | $45.0M | $2.5M |
| 2 | FAMILY ORTHOPEDIC ASSOCIATES P FAMILY ORTHOPEDIC ASSOCIATES P 401(K) PROFIT SHARING PLAN & TRUST | FLINT MI | 109 | $23.2M | $481K |
| 3 | SODERSTROM DERMATOLOGY CENTER, S.C. |
PEORIA IL |
| 185 |
| $15.1M |
| $461K |
| 4 | JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD VA | 191 | $22.7M | $124K |
| 5 | MODERN BUILDING, INC. MODERN BUILDING, INC. 401(K) PROFIT SHARING PLAN | CHICO CA | 107 | $8.6M | $6K |
