Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental Investors R5E in their Schedule of Assets, totaling $2.2M 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 | CENTRAL CABLE CONTRACTORS, INC. CENTRAL CABLE CONTRACTORS, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | WAUPUN WI | 141 | $22.7M | $2.0M |
| 2 | MISSOURI STAR QUILT COMPANY MISSOURI STAR QUILT COMPANY 401(K) PLAN | HAMILTON MO | 292 | $5.6M | $164K |
| 3 | NORTHPOINT RECOVERY HOLDINGS LLC |
MERIDIAN ID |
| 353 |
| $2.6M |
| $60K |
| 4 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT NON UNION 401(K) PLAN | SAGINAW MI | 529 | $5.0M | $38K |
