Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Fdmntl Inv R6 in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUSH ROSS, P.A. BUSH ROSS, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 111 | $37.4M | $2.5M |
| 2 | BLUE CHIP MARKETING WORLDWIDE BLUE CHIP MARKETING WORLDWIDE 401(K) PLAN | BANNOCKBURN IL | 90 | $19.0M | $1.8M |
| 3 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN |
MESQUITE TX |
| 508 |
| $32.1M |
| $982K |
| 4 | IBEW LOCAL 241 IBEW LOCAL #241 ANNUITY PLAN | ITHACA NY | 193 | $36.1M | $952K |
| 5 | APRICOT DESIGNS, INC. SPT LABTECH, INC. RETIREMENT PLAN | COVINA CA | 116 | $10.4M | $73K |
