Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Fundamental Inv R4 American Funds 0 in their Schedule of Assets, totaling $8.8M 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 | JONES LUMBER COMPANY, INC JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN | LYNWOOD CA | 136 | $15.0M | $3.6M |
| 2 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $1.4M |
| 3 | RED RIVER COMMODITIES, INC. |
FARGO ND |
| 316 |
| $20.7M |
| $1.3M |
| 4 | ROBERT DERECTOR PE PC ROBERT DERECTOR ASSOCIATES 401(K) PLAN | NEW YORK NY | 173 | $34.4M | $905K |
| 5 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $873K |
| 6 | EAGLE FIRE INC. EAGLE FIRE INC 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 471 | $19.7M | $678K |
| 7 | GREAT SOUTHERN HOMES, INC. GREAT SOUTHERN HOMES 401(K) PLAN | IRMO SC | 205 | $1.5M | $23K |
