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 R6 in their Schedule of Assets, totaling $5.5M 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 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $3.3M |
| 2 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $2.1M |
| 3 | TDC OPCO, LLC DBA THE DELTA COMPANIES |
COPPELL TX |
| 286 |
| $11.6M |
| $90K |
