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 R6 (1) in their Schedule of Assets, totaling $647K 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 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $483K |
| 2 | LEYTON USA, INC. LEYTON USA, INC. 401(K) PLAN | BOSTON MA | 79 | $4.8M | $94K |
| 3 | PROTECTION STRATEGIES, INC. PROTECTION STRATEGIES, INC. 401(K) PLAN |
| 302 |
| $6.2M |
| $71K |
