Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Fundamental Investors N/R in their Schedule of Assets, totaling $2.5M 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 | SHOREWEST REALTORS, INC. SHOREWEST REALTORS, INC. 401(K) SAVINGS PLAN | BROOKFIELD WI | 169 | $35.2M | $1.8M |
| 2 | CPC MANAGEMENT LLC CPC MANAGEMENT LLC 401(K) PLAN | MINNETONKA MN | 197 | $12.4M | $346K |
| 3 | ABLELIGHT INC. ABLELIGHT, INC. 403(B) PLAN |
WATERTOWN WI |
| 1,321 |
| $30.0M |
| $240K |
| 4 | WEST PENN ALLEGHENY HEALTH SYSTEM RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF WEST PENN ALLEGHENY HEALTH SYSTEM | PITTSBURGH PA | 6,976 | $1.2B | $132K |
