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 Class R6 in their Schedule of Assets, totaling $71.9M 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 | GILBANE INC. GILBANE 401(K) & RETIREMENT PLAN | PROVIDENCE RI | 3,592 | $1.0B | $51.4M |
| 2 | SIKA CORPORATION SIKA CORPORATION 401(K) SAVINGS PLAN | LYNDHURST NJ | 3,380 | $535.8M | $15.0M |
| 3 | SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN |
GREENSBORO NC |
| 187 |
| $69.4M |
| $4.0M |
| 4 | HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC. HOPE COMMUNITY CHURCH OF NORTH CAROLINA, INC. RETIREMENT PLAN | CARY NC | 106 | $7.1M | $546K |
| 5 | APITURE, INC APITURE 401(K) PLAN | WILMINGTON NC | 307 | $33.6M | $503K |
| 6 | ARROW TRU-LINE, INC. ARROW TRU-LINE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARCHBOLD OH | 213 | $21.2M | $378K |
