Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Fundamental Investors (1) 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 | SLETTEN, INC. SLETTEN, INC. 401(K) PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 370 | $20.6M | $3.5M |
| 2 | DEFELICEGROUP, INC. DEFELICEGROUP, INC. RETIREMENT PLAN | WHEELING WV | 528 | $1.2M | $85K |
| 3 | SLETTEN, INC. SLETTEN, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
GREAT FALLS MT |
| 326 |
| $86.7M |
| $42K |
