Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding American Funds American Funds Fundamental Investors- R6 in their Schedule of Assets, totaling $24.8M 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 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $4.1M |
| 2 | STO CORP. STO CORP. EMPLOYEES' RETIREMENT PLAN | ATLANTA GA | 209 | $55.4M | $3.0M |
| 3 | HOFFMANN OBERWEIS DAIRY LLC OBERWEIS DAIRY, INC. 401(K) PROFIT SHARING PLAN |
NORTH AURORA IL |
| 300 |
| $17.6M |
| $2.6M |
| 4 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $2.3M |
| 5 | CANFIELD SCIENTIFIC, INC. CANFIELD SCIENTIFIC INC. PROFIT SHARING 401(K) PLAN | PARSIPPANY NJ | 272 | $46.2M | $2.2M |
| 6 | WEAVER CONSULTANTS GROUP, LLC WEAVER COMPANIES 401(K) PLAN | CHICAGO IL | 608 | $48.7M | $1.7M |
| 7 | PEP PRINTING, INC. PEP PRINTING, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 160 | $16.2M | $1.5M |
| 8 | CATHOLIC CHARITIES HAWAI'I CATHOLIC CHARITIES HAWAI'I RETIREMENT SAVINGS PLAN | HONOLULU HI | 318 | $21.3M | $972K |
| 9 | CUYAHOGA VALLEY CHRISTIAN ACADEMY CUYAHOGA VALLEY CHRISTIAN ACADEMY 401(K) PROFIT SHARING PLAN & TRUST | CUYAHOGA FALLS OH | 199 | $13.7M | $841K |
| 10 | CM MANAGEMENT, INC. CM MANAGEMENT, INC. 401(K) PLAN | BONITA SPRINGS FL | 346 | $11.2M | $718K |
