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 N/R in their Schedule of Assets, totaling $104.7M 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 | THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION THE MOSES H. CONE MEMORIAL HOSPITAL VOLUNTARY SAVINGS PLAN | GREENSBORO NC | 13,920 | $1.6B | $104.2M |
| 2 | INTERFLEX PAYMENTS, LLC AMERIFLEX 401(K) PLAN | CARROLLTON TX | 273 | $15.4M | $379K |
| 3 | METRO MATTRESS CORPORATION |
SYRACUSE NY |
| 145 |
| $5.0M |
| $165K |
| 4 | EASTERN ACCOUNT SYSTEM OF CT, INC. EASTERN ACCOUNT SYSTEM OF CT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BROOKFIELD CT | 97 | $2.6M | $2K |
