Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Fdmntl Inv R4 Registered investment companies in their Schedule of Assets, totaling $354K 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 | TARBELL & BRODICH PROFESSIONAL ASSOCIATION TARBELL & KEYSTONE 401(K) PROFIT SHARING PLAN | CONCORD NH | 306 | $5.0M | $244K |
| 2 | PARATRANSIT SERVICES PARATRANSIT SERVICES 403(B) PLAN | BREMERTON WA | 248 | $4.2M | $110K |
