Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds Fundemental Invesment Fund in their Schedule of Assets, totaling $286K 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 | CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. CUHACI & PETERSON ARCHITECTS, ENGINEERS, PLANNERS, INC. 401(K) PLAN | ORLANDO FL | 202 | $11.6M | $286K |
