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 Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | TALOS ENERGY OPERATING COMPANY LLC TALOS ENERGY 401(K) PLAN | HOUSTON TX | 691 | $172.2M | $1.5M |
| 2 | LNPRODUCTION, INC. INPRODUCTION, INC. RETIREMENT SAVINGS PLAN | WARRENVILLE IL | 571 | $11.4M | $721K |
| 3 | OAKLEAF SURGICAL HOSPITAL LLC OAKLEAF SURGICAL HOSPITAL LLC PROFIT SHARING PLAN |
ALTOONA WI |
| 399 |
| $24.6M |
| $160K |
