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 Investors Class R6 in their Schedule of Assets, totaling $2.0M 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 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $1.4M |
| 2 | ARROW TANK & ENGINEERING COMPANY ARROW TANK & ENGINEERING COMPANY SHOP EMPLOYEES RETIREMENT PLAN | COON RAPIDS MN | 111 | $9.8M | $582K |
