Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American funds Fundamental Investors-R3 in their Schedule of Assets, totaling $6.7M 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 | TOYO SEAT USA CORPORATION TOYO SEAT USA RETIREMENT AND SAVINGS 401(K) PLAN | IMLAY CITY MI | 266 | $22.2M | $3.6M |
| 2 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $909K |
| 3 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN |
VIENNA VA |
| 460 |
| $4.7M |
| $549K |
| 4 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $393K |
| 5 | VIWINCO, INC. VIWINCO, INC. 401(K) PLAN | MORGANTOWN PA | 367 | $8.2M | $392K |
| 6 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $370K |
| 7 | BANKONIT, LLC BANKONIT RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 199 | $6.3M | $167K |
| 8 | NEW YORK HOME HEALTH HOLDINGS NEW YORK HOME HEALTH HOLDINGS 401(K) PROFIT SHARING PLAN | RIDGEFIELD PARK NJ | 12,617 | $3.7M | $146K |
| 9 | TRIPLE CITIES METAL FINISHING CORPORATION TRIPLE CITIES METAL FINISHING CORPORATION 401(K) PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $5.6M | $144K |
| 10 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $27K |
