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 R5 Mutual fund in their Schedule of Assets, totaling $879K 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 | NATIONAL ELECTRICAL CONTRACTORS ASSN. NATIONAL ELECTRICAL CONTRACTORS ASSN. 401(K) PLAN | WASHINGTON DC | 95 | $23.0M | $599K |
| 2 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $278K |
| 3 | PACIFIC LIVING PROPERTIES, INC. PACIFIC LIVING PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST |
KIRKLAND WA |
| 134 |
| $2.4M |
| $2K |
