Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds Fundamental Investors Fund in their Schedule of Assets, totaling $9.8M 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 | FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | TORRINGTON CT | 123 | $26.8M | $6.1M |
| 2 | COMNET COMMUNICATIONS, LLC COMNET COMMUNICATIONS, LLC EMPLOYEE BENEFIT PLAN | BETHEL CT | 321 | $34.6M | $2.1M |
| 3 | PACIFIC MANAGEMENT, INC. |
RIVER FOREST IL |
| 189 |
| $17.9M |
| $796K |
| 4 | MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE CA | 4,013 | $34.1M | $343K |
| 5 | AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION | AKRON OH | 360 | $2.9M | $156K |
| 6 | CAPTAIN D'S, LLC CAPTAIN D'S, LLC 401(K) PLAN | NASHVILLE TN | 2,280 | $3.8M | $147K |
| 7 | VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN | SIMPSONVILLE KY | 36 | $2.7M | $66K |
| 8 | CALUMET CARTON COMPANY CALUMET CARTON COMPANY EMPLOYEE RETIREMENT TRUST | SOUTH HOLLAND IL | 116 | $14.0M | $46K |
| 9 | ATG MANAGEMENT SERVICES, INC. CHICAGO AMBULANCE ALLIANCE 401(K) PLAN | TINLEY PARK IL | 229 | $5.3M | $15K |
