Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Fundamental Investors R2 Mutual Fund (1) in their Schedule of Assets, totaling $1.3M 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 | CHESAPEAKE PLUMBING & HEATING, INC. CHESAPEAKE PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN | FRANKFORD DE | 175 | $6.3M | $1.3M |
