Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Fundamental Invs R6 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 | D & S DENTAL LABORATORY, INC. D & S DENTAL LABORATORY, INC. 401(K) SAVINGS PLAN | WAUNAKEE WI | 91 | $9.3M | $1.2M |
| 2 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $392K |
| 3 | MAGNOLIA RIVER SERVICES, INC. |
DECATUR AL |
| 889 |
| $28.9M |
| $239K |
| 4 | SENSIDYNE, LP SENSIDYNE, LP 401(K) PLAN | ST. PETERSBURG FL | 122 | $8.0M | $118K |
| 5 | JM TEXAS COMPANIES, LLC EAGLE RAILCAR SERVICES RETIREMENT SAVINGS PLAN | EASTLAND TX | 1,000 | $13.0M | $81K |
| 6 | OPTIMAL GEO OPTIMAL GEO 401(K) PLAN | ATHENS AL | 0 | $0 | $29K |
| 7 | JOHNSON AUTOMOTIVE JOHNSON AUTOMOTIVE 401(K) PLAN | MYRTLE BEACH SC | 487 | $9.5M | $25K |
| 8 | INDEPENDENT SCHOOL COLLABORATIVE INDEPENDENT SCHOOL COLLABORATIVE MULTIPLE EMPLOYER PLAN | GREENSBORO NC | 4,083 | $449.0M | $1K |
