Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Fundamental Inv in their Schedule of Assets, totaling $3.6M 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 | ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION ILLINOIS FARM BUSINESS FARM MANAGEMENT ASSOCIATION 401(K) RETIREMENT PLAN AND TRUST | URBANA IL | 158 | $30.0M | $2.0M |
| 2 | LEGACY CABINETS, INC LEGACY CABINETS, INC. 401K PLAN | ESTABOGA AL | 429 | $8.2M | $623K |
| 3 | ATANE ENGINEERS, ARCHITECTS AND LAND SURVEYORS, D.P.C. |
NEW YORK NY |
| 296 |
| $38.2M |
| $464K |
| 4 | MEADOWLAND FARMERS COOP MEADOWLAND FARMERS COOP 401(K) PLAN | LAMBERTON MN | 217 | $18.7M | $161K |
| 5 | LINCOLN TRAINING CENTER LINCOLN TRAINING CENTER & REHABILITATION WORKSHOP RETIREMENT INCOME PLAN | SO. EL MONTE CA | 180 | $3.1M | $134K |
| 6 | JAKE MARSHALL SERVICE, INC. JAKE MARSHALL SERVICE, INC. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 110 | $9.1M | $93K |
| 7 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $68K |
| 8 | STAR DISTRIBUTORS INC STAR DISTRIBUTORS, INC. 401(K) SAVINGS PLAN | WEST HAVEN CT | 302 | $36.7M | $19K |
| 9 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $15K |
| 10 | EYE CARE ASSOCIATES, INC. EYE CARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 111 | $30.6M | $15K |
