Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental Inv Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | DOMINION ENVIRONMENTAL GROUP, INC. DBA DOMINION DUE DILIGENCE GROUP DOMINION DUE DILIGENCE GROUP EMPLOYEES' RETIREMENT PLAN | MIDLOTHIAN VA | 132 | $12.3M | $860K |
| 2 | VERNON CENTRAL WAREHOUSE, INC. SWEETENER PRODUCTS COMPANY AND AFFILIATED COMPANIES SECTION 401(K) RETIREMENT SAVINGS PLAN | VERNON CA | 123 | $24.8M | $415K |
| 3 | PDC MACHINES LLC |
SOUDERTON PA |
| 87 |
| $7.2M |
| $320K |
| 4 | CARD KINGDOM, INC. CARD KINGDOM, INC. 401(K) PLAN | MONROE WA | 428 | $13.4M | $43K |