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 Class R4 in their Schedule of Assets, totaling $3.0M 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 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 178 | $30.0M | $2.1M |
| 2 | BRIDGEWATER HEALTHCARE, INC. BRIDGEWATER HEALTHCARE, INC. 403(B) RETIREMENT PLAN | BRIDGEWATER VA | 478 | $23.2M | $889K |
| 3 | LUTHER HOME OF MERCY LUTHER HOME OF MERCY RETIREMENT SAVINGS PLAN |
WILLISTON OH |
| 401 |
| $8.9M |
| $7K |
