Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Fundamental Investors-R5 in their Schedule of Assets, totaling $9.1M 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 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $2.8M |
| 2 | HOPEHEALTH HOPEHEALTH RETIREMENT PLAN | PROVIDENCE RI | 392 | $39.8M | $1.7M |
| 3 | I.D. IMAGES, LLC I.D. IMAGES LLC RETIREMENT PLAN |
BRUNSWICK OH |
| 328 |
| $17.2M |
| $1.2M |
| 4 | CLEVELAND GROUP, INC. CLEVELAND GROUP, INC. AND SUBSIDIARIES 401(K) PROFIT SHARING PLAN | ATLANTA GA | 145 | $39.5M | $968K |
| 5 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PINEY FLATS TN | 128 | $4.4M | $651K |
| 6 | PORT AMHERST, LTD. PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN | CHARLESTON WV | 382 | $31.4M | $540K |
| 7 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $494K |
| 8 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $336K |
| 9 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $256K |
| 10 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $229K |
