Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding American Funds Fundamental investors fund in their Schedule of Assets, totaling $46.2M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $15.3M |
| 2 | CUMBERLAND FAMILY MEDICAL CENTER CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN | BURKESVILLE KY | 972 | $59.7M | $6.1M |
| 3 | DICE INC. DHI 401(K) PLAN |
CENTENNIAL CO |
| 413 |
| $92.6M |
| $4.6M |
| 4 | HOGANTAYLOR LLP HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN | TULSA OK | 360 | $72.9M | $3.2M |
| 5 | KING ARTHUR BAKING COMPANY, INC. KING ARTHUR 401(K) PLAN | WHITE RIVER JUNCTION VT | 362 | $34.5M | $3.2M |
| 6 | B.F. SHAW PRINTING COMPANY SHAW MEDIA EMPLOYEE 401(K) SAVINGS PLAN | CRYSTAL LAKE IL | 254 | $26.8M | $2.6M |
| 7 | MATTRESS WAREHOUSE LLC MATTRESS WAREHOUSE 401(K) RETIREMENT PLAN | FREDERICK MD | 849 | $12.2M | $1.1M |
| 8 | MANITOWOC TOOL & MANUFACTURING, LLC MANITOWOC TOOL & MANUFACTURING, LLC 401(K) PROFIT SHARING PLAN | MANITOWOC WI | 220 | $13.0M | $1.0M |
| 9 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN | CENTENNIAL CO | 542 | $77.9M | $989K |
| 10 | PERFORMANCE LIGHTING SYSTEMS, IN PERFORMANCE LIGHTING SYSTEMS 401(K) PLAN | IRVINE CA | 129 | $19.8M | $941K |
