Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Fundamental Investors R3 Mutual fund in their Schedule of Assets, totaling $1.8M 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 | AMATROL, INC. AMATROL. INC. 401(K) PLAN | JEFFERSONVILLE IN | 136 | $18.2M | $915K |
| 2 | CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401(K) PLAN | AVON IN | 396 | $16.3M | $822K |
| 3 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN |
CAMDEN NJ |
| 10,323 |
| $944.0M |
| $75K |
