Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Fundamental Investors R6 N/A in their Schedule of Assets, totaling $2.7M 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 | THUNDER BAY COMMUNITY HEALTH SERVICE, INC. THUNDER BAY COMMUNITY HEALTH SERVICE 401(K) PLAN | ALPENA MI | 206 | $13.4M | $1.3M |
| 2 | COATES FIELD SERVICE, INC. COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 210 | $15.1M | $1.3M |
