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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $969K 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 | VIRGINIA NATIONAL BANKSHARES CORPORATION VIRGINIA NATIONAL BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 156 | $18.8M | $620K |
| 2 | MCC, INC. MCC, INC. 401(K) SALARY REDUCTION PLAN | GREENFIELD MN | 102 | $8.2M | $252K |
| 3 | CROWN AUTO DEALERSHIPS, INC. |
ST. PETESBURG FL |
| 1,273 |
| $56.0M |
| $98K |
