Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American Funds Fundamental Inv R6 American Funds 0 in their Schedule of Assets, totaling $35.7M 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 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $6.1M |
| 2 | HALLAM ASSOCIATES, INC. HALLAM ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | SOUTH BURLINGTON VT | 133 | $35.2M | $3.7M |
| 3 | VALDES ENGINEERING COMPANY |
LOMBARD IL |
| 152 |
| $29.3M |
| $3.4M |
| 4 | WESTPORT CORPORATION MUNDI/WESTPORT 401(K) PLAN | PINE BROOK NJ | 130 | $45.4M | $3.3M |
| 5 | CYCLONE DRILLING, INC. CYCLONE DRILLING, INC. 401(K) PLAN | GILLETTE WY | 300 | $19.0M | $3.2M |
| 6 | SPAN-AMERICA MEDICAL SYSTEMS, INC. SPAN-AMERICA MEDICAL SYSTEMS, INC 401(K) PLAN | GREENVILLE SC | 114 | $20.3M | $3.0M |
| 7 | MAG MUTUAL INSURANCE COMPANY MAG MUTUAL INSURANCE COMPANY 401K PLAN | ATLANTA GA | 426 | $63.8M | $2.3M |
| 8 | PARKER, HUDSON, RAINER & DOBBS, LLP PARKER, HUDSON, RAINER & DOBBS LLP SAVINGS INCENTIVE AND SALARY DEFERRAL PLAN | ATLANTA GA | 83 | $40.3M | $2.1M |
| 9 | VERITY CREDIT UNION VERITY CREDIT UNION 401(K) PLAN | SEATTLE WA | 131 | $18.7M | $1.5M |
| 10 | SIERRA BULLETS LLC SIERRA BULLETS LLC 401(K) PROFIT SHARING PLAN | SEDALIA MO | 116 | $11.2M | $1.5M |
