Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Fundamental Investors R4 in their Schedule of Assets, totaling $1.6M 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 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $657K |
| 2 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN | PITTSBURGH PA | 239 | $38.0M | $631K |
| 3 | THE BABY FOLD, INC. THE BABY FOLD 403(B) RETIREMENT SAVINGS PLAN |
NORMAL IL |
| 242 |
| $13.7M |
| $349K |
