Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Fundamental Investor R6 Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | NORWICH ORTHOPEDIC GROUP, P.C. ORTHOPEDIC PARTNERS 401(K) PROFIT SHARING PLAN | NORTH FRANKLIN CT | 123 | $32.8M | $2.3M |
| 2 | ZOVIO, INC ZOVIO, INC 401(K) PLAN | CHANDLER AZ | 121 | $58.3M | $2.1M |
