Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Fundamental Inv R4 " in their Schedule of Assets, totaling $390K 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 | MARSHALL BROWNING HOSPITAL ASSOCIATION MARSHALL BROWNING HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | DU QUOIN IL | 310 | $16.6M | $389K |
| 2 | PACT, INC. PACT 403(B) RETIREMENT PLAN | WASHINGTON DC | 138 | $38.4M | $1K |
