Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Fundamental Investors-A in their Schedule of Assets, totaling $4.0M 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 | DYNAX AMERICA CORPORATION DYNAX AMERICA 401(K) PLAN | ROANOKE VA | 526 | $18.9M | $2.7M |
| 2 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $567K |
| 3 | SUTTER HEALTH SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN |
SACRAMENTO CA |
| 826 |
| $153.1M |
| $554K |
| 4 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 89 | $2.9M | $170K |
| 5 | PATH PATH CORPORATION 403(B) PLAN | LOS ANGELES CA | 1,098 | $16.6M | $18K |
| 6 | CHILDSTRIVE CHILDSTRIVE 403(B) PLAN | EVERETT WA | 107 | $6.0M | $2K |
