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 Fund n/a in their Schedule of Assets, totaling $1.7M 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 | THOMAS, DEAN & HOSKINS, INC. THOMAS, DEAN & HOSKINS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | GREAT FALLS MT | 125 | $32.8M | $1.0M |
| 2 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $535K |
| 3 | WILDFIRE DEFENSE SYSTEMS |
BOZEMAN MT |
| 271 |
| $6.3M |
| $176K |
