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 RIC in their Schedule of Assets, totaling $9.9M 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 | NEEL-SCHAFFER ENGINEERS & PLANNERS, INC. NEEL-SCHAFFER ENGINEERS AND PLANNERS, INC. 401(K) PLAN AND TRUST | JACKSON MS | 603 | $96.2M | $9.9M |
