Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental Investors Class R-6 Mutual fund in their Schedule of Assets, totaling $21.0M 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 | O'CONNELL ELECTRIC CO. O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VICTOR NY | 186 | $57.6M | $20.2M |
| 2 | CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC. HEALTHTEAM ADVANTAGE 401(K) PLAN | GREENSBORO NC | 135 | $5.8M | $614K |
| 3 | HARRISON INN SIXTY-SIX, INC. |
OCEAN CITY MD |
| 398 |
| $14.0M |
| $124K |
| 4 | THE GLENRIDGE ON PALMER RANCH, INC. THE GLENRIDGE ON PALMER RANCH 401(K) PLAN | SARASOTA FL | 330 | $3.7M | $42K |
