Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Funds Fundamental Invs R3 in their Schedule of Assets, totaling $2.1M 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 | THE VILLAGE AT MANOR PARK, INC. THE VILLAGE AT MANOR PARK, INC. RETIREMENT PLAN | WEST ALLIS WI | 260 | $7.3M | $1.1M |
| 2 | WINDBER MEDICAL CENTER WINDBER MEDICAL CENTER 403(B) PLAN | WINDBER PA | 526 | $17.5M | $742K |
| 3 | APG POLYTECH, LLC APG POLYTECH SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES |
APPLE GROVE WV |
| 100 |
| $7.4M |
| $212K |
| 4 | BESTCARE TREATMENT SERVICES, INC. BESTCARE TREATMENT SERVICES, INC. 403(B) PLAN | REDMOND OR | 350 | $6.2M | $56K |
