Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental Investors N/R in their Schedule of Assets, totaling $3.3M 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 | KRAEMER NORTH AMERICA, LLC KRAEMER NORTH AMERICA, LLC 401(K) SAVINGS PLAN | BURNSVILLE MN | 235 | $53.9M | $2.6M |
| 2 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN | WAUTOMA WI | 238 | $5.1M | $303K |
| 3 | THE BOAT HOUSE GROUP |
CAPE CORAL FL |
| 197 |
| $8.7M |
| $299K |
| 4 | COBBLESTONE HOTELS, LLC COBBLESTONE HOTELS, LLC RETIREMENT SAVINGS PLAN | NEENAH WI | 180 | $4.2M | $130K |
