Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Fundamental Investors Class R-3 Registered investment company in their Schedule of Assets, totaling $177K 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 | CHARLES F. KETTERING FOUNDATION CHARLES F. KETTERING FOUNDATION DEFERRED COMPENSATION PLAN | DAYTON OH | 40 | $28.6M | $177K |
