Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Fundamental Inv R6 # in their Schedule of Assets, totaling $24.0M 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 | ROCHE BROS. MIDCO, LLC F/K/A ROCHE BROS. SUPERMARKETS, CO. ROCHE BROS. 401(K) AND PROFIT SHARING PLAN | MANSFIELD MA | 2,604 | $206.9M | $19.1M |
| 2 | US SALT, LLC US SALT, LLC 401(K) PLAN | WATKINS GLEN NY | 212 | $16.2M | $1.5M |
| 3 | SDL INC. SDL INC. 401(K) PLAN |
WAKEFIELD MA |
| 317 |
| $58.2M |
| $1.5M |
| 4 | WAREHOUSE SOLUTIONS, INC. WAREHOUSE SOLUTIONS, INC. 401(K) PLAN | ROCHELLE PARK NJ | 133 | $10.1M | $869K |
| 5 | ACUTE CARE HEALTH SYSTEM ACUTE CARE HEALTH SYSTEM 401(K) P/S PLAN | OCEANPORT NJ | 119 | $13.1M | $494K |
| 6 | MEDICUS SELECT, LLC MEDICUS SELECT, LLC 401(K) PLAN | TALLAHASSEE FL | 766 | $15.4M | $456K |
| 7 | CAVINESS & CATES BUILDING AND CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K) | FAYETTEVILLE NC | 134 | $5.3M | $129K |
| 8 | ZELLER&GMELIN CORPORATION ZELLER&GMELIN 401(K) PROFIT SHARING PLAN | RICHMOND VA | 112 | $8.6M | $5K |
