Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Fundamental Investors n/a in their Schedule of Assets, totaling $3.2M 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 | ALCONA CITIZENS FOR HEALTH, INC. ALCONA CITIZENS FOR HEALTH, INC. 403(B) PLAN | ALPENA MI | 383 | $17.4M | $2.0M |
| 2 | UTILITY DATA CONTRACTORS, LLC UDC 401(K) RETIREMENT PLAN | ENGLEWOOD CO | 393 | $22.8M | $644K |
| 3 | STUDIES WEEKLY, INC STUDIES WEEKLY 401(K) PLAN |
OREM UT |
| 221 |
| $8.5M |
| $306K |
| 4 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN | BROKEN BOW OK | 494 | $11.8M | $110K |
| 5 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $107K |
| 6 | HUSKEY TRUSS & BUILDING SUPPLY, INC. HUSKEY TRUSS & BUILDING SUPPLY, INC. PROFIT SHARING PLAN | FRANKLIN TN | 323 | $10.9M | $50K |
| 7 | R.A.S. LOGISTICS INC. R.A.S. LOGISTICS INC. SAVINGS AND RETIREMENT PLAN | ELKHORN WI | 156 | $2.9M | $1K |
