Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Fundamental Investors R4 Mutual fund in their Schedule of Assets, totaling $22.7M 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 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $6.4M |
| 2 | MAYESH WHOLESALE FLORIST, INC. MAYESH WHOLESALE FLORIST, INC. 401(K) PLAN | LOS ANGELES CA | 331 | $29.6M | $5.6M |
| 3 | CREDIT HUMAN FEDERAL CREDIT UNION CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN |
SAN ANTONIO TX |
| 844 |
| $34.3M |
| $3.4M |
| 4 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $2.2M |
| 5 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $1.9M |
| 6 | INNOVATIVE SYSTEMS, LLC INNOVATIVE SYSTEMS, LLC 401(K) PLAN | MITCHELL SD | 202 | $46.5M | $1.4M |
| 7 | WHIDBEY TELEPHONE COMPANY WHIDBEY TELEPHONE COMPANY 401(K) PLAN | LANGLEY WA | 89 | $14.4M | $1.3M |
| 8 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $403K |
| 9 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS SECTION 401(K) PLAN | NEW HAVEN CT | 71 | $20.2M | $112K |
