Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 95 U.S. retirement plans report holding American Funds* Fundamental Investors in their Schedule of Assets, totaling $78.0M 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 | COLES SALON, INC. COLES SALON, INC. 401(K) PLAN | BURNSVILLE MN | 271 | $49.5M | $9.2M |
| 2 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $6.9M |
| 3 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN |
PITTSBURGH PA |
| 461 |
| $50.1M |
| $6.5M |
| 4 | PINNACLE ACTUARIAL RESOURCES, INC. PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST | BLOOMINGTON IL | 95 | $41.2M | $4.4M |
| 5 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $3.9M |
| 6 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $3.7M |
| 7 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $3.5M |
| 8 | OLIFF PLC OLIFF PLC PROFIT SHARING PLAN | ALEXANDRIA VA | 79 | $87.9M | $2.8M |
| 9 | NATIONAL FISH & WILDLIFE FOUNDATION NATIONAL FISH & WILDLIFE TAX DEFERRED RETIREMENT PLAN | WASHINGTON DC | 181 | $60.7M | $2.5M |
| 10 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $2.3M |
