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 R5 in their Schedule of Assets, totaling $942K 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 | VISION PARTNERS LLC VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 681 | $50.9M | $323K |
| 2 | BIL-JAC FOODS, INC. BIL-JAC FOODS, INC. 401(K) PLAN | MEDINA OH | 121 | $13.9M | $319K |
| 3 | T-SOLUTIONS, INC. T-SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN |
CHESAPEAKE VA |
| 353 |
| $39.8M |
| $300K |
