Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Fundamental Investment R6 Fund Mutual Fund in their Schedule of Assets, totaling $500K 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 | CCB COMMUNITY BANK CCB COMMUNITY BANK 401(K) PROFIT SHARING PLAN | ANDALUSIA AL | 100 | $12.1M | $500K |
