Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Fundamental Investors-R2 Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | MID VALLEY DISPOSAL, INC. MID VALLEY DISPOSAL, INC. RETIREMENT PLAN | KERMAN CA | 345 | $8.9M | $1.3M |
| 2 | GLAAD GLAAD 403(B) PLAN | NEW YORK NY | 75 | $3.1M | $141K |
