Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Fundamental Investors Mutual fund in their Schedule of Assets, totaling $15.1M 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 | KING INDUSTRIES, INC. KING INDUSTRIES, INC. 401(K) RETIREMENT PLAN | NORWALK CT | 258 | $43.9M | $3.5M |
| 2 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. 401(K) PLAN | CALDWELL ID | 91 | $23.4M | $2.3M |
| 3 | CST INDUSTRIES, INC. CST INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN |
KANSAS CITY MO |
| 492 |
| $47.3M |
| $1.8M |
| 4 | JOHNS BYRNE COMPANY JOHNSBYRNE COMPANY 401(K) SAVINGS PLAN | NILES IL | 158 | $24.2M | $1.7M |
| 5 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $1.3M |
| 6 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $1.2M |
| 7 | FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. FINCANTIERI MARINE SYSTEMS NORTH AMERICA, INC. 401(K) SAFE HARBOR PLAN | CHESAPEAKE VA | 139 | $8.2M | $877K |
| 8 | BOREALIS COMPOUNDS, INC. BOREALIS COMPOUNDS, INC. SAVINGS PLAN | PORT MURRAY NJ | 239 | $30.7M | $600K |
| 9 | PURPLE STRATEGIES, LLC PURPLE STRATEGIES 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 125 | $20.1M | $340K |
| 10 | TRILLIUM BREWING COMPANY TRILLIUM BREWING COMPANY 401(K) PLAN | CANTON MA | 287 | $3.7M | $317K |
