Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Fundamental Investors, Class R-6 in their Schedule of Assets, totaling $14.1M 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 | THE SHELTERING ARMS HOSPITAL SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 677 | $52.0M | $7.5M |
| 2 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $4.8M |
| 3 | REVITALIZE CAPITAL, LLC REVITALIZE CAPITAL, LLC 401(K) PLAN |
CINCINNATI OH |
| 212 |
| $10.6M |
| $949K |
| 4 | MCGRORY GLASS, INC. MCGRORY GLASS, INC. 401(K) PLAN | PAULSBORO NJ | 181 | $15.9M | $378K |
| 5 | J & M STEEL SOLUTIONS, INC. J & M STEEL SOLUTIONS, INC. 401(K) PLAN FOR CASH BALANCE PLAN PARTICIPANTS | LEHI UT | 62 | $3.3M | $326K |
| 6 | PLK COMMUNITIES LLC PLK COMMUNITIES LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 200 | $5.2M | $164K |
| 7 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $45K |
