Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Fundamental Investors- R4 in their Schedule of Assets, totaling $14.7M 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 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $4.1M |
| 2 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $2.4M |
| 3 | DICK FAMILY, INC. DICK FAMILY, INC. 401(K) PLAN | SAUK RAPIDS |
| 141 |
| $25.6M |
| $1.7M |
| 4 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $1.3M |
| 5 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN | CONVERSE IN | 351 | $40.2M | $1.2M |
| 6 | TENOVA, INC. TENOVA, INC. 401(K) PLAN | CORAOPOLIS PA | 77 | $36.7M | $1.2M |
| 7 | CEDAR POINT FEDERAL CREDIT UNION CEDAR POINT FCU EMPLOYEES 401K PLAN | LEXINGTON PARK MD | 131 | $25.5M | $765K |
| 8 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $732K |
| 9 | CLASSIC COAL SALES, INC. CLASSIC COAL SALES, INC. 401(K) PLAN | BLUEFIELD VA | 219 | $8.8M | $677K |
| 10 | SYNECTICS INC. THE SYNECTICS INC. INVESTMENT SAVINGS RETIREMENT PLAN | CHICAGO IL | 212 | $5.6M | $303K |
