Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Fundamental Investors Fund Mutual fund in their Schedule of Assets, totaling $743.8M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $716.2M |
| 2 | CELLMARK, INC. CELLMARK PROFIT SHARING PLAN AND TRUST | SHELTON CT | 509 | $154.7M | $12.6M |
| 3 | TELENAV, INC. TELENAV, INC. 401(K) PLAN |
SANTA CLARA CA |
| 111 |
| $72.5M |
| $3.3M |
| 4 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $3.0M |
| 5 | KEYPOINT CREDIT UNION KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 184 | $45.4M | $2.2M |
| 6 | NORTHEASTERN SUPPLY, INC. NORTHEASTERN SUPPLY, INC. 401(K) PLAN | BALTIMORE MD | 323 | $39.6M | $1.5M |
| 7 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $1.3M |
| 8 | LIBERTY AUTO GROUP, LTD. LIBERTY AUTO GROUP, LTD. 401(K) PLAN | MAPLE HEIGHTS OH | 374 | $24.8M | $1.2M |
| 9 | SIMANTEL GROUP LTD SIMANTEL GROUP LTD 401K PROFIT SHARING PLAN & TRUS | PEORIA IL | 125 | $9.0M | $687K |
| 10 | EASTMAN MUSIC COMPANY EASTMAN MUSIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST | POMONA CA | 211 | $10.0M | $676K |
