Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Fundamental Investors R6 Fund " in their Schedule of Assets, totaling $150.8M 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 | SAS INSTITUTE INC. SAS RETIREMENT PLAN | CARY NC | 6,265 | $3.7B | $115.6M |
| 2 | MEDIACOM LLC MEDIACOM 401(K) PLAN | MEDIACOM PARK NY | 3,639 | $265.3M | $19.6M |
| 3 | MAKINO, INC. MAKINO 401(K) SAVINGS PLAN | MASON OH | 538 |
| $133.2M |
| $13.8M |
| 4 | TRI STATE TRUCK CENTER, LLC ADVANTAGE TRUCK GROUP, LLC 401(K) PLAN | SHREWSBURY MA | 392 | $32.7M | $857K |
| 5 | TOWN & COUNTRY LINEN CORPORATION TOWN & COUNTRY LINEN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | LAKEWOOD NJ | 167 | $13.1M | $380K |
| 6 | PALOMA PARTNERS MANAGEMENT COMPANY PALOMA PARTNERS RETIREMENT PLAN | GREENWICH CT | 72 | $80.8M | $247K |
| 7 | CHARLES DAHER'S COMMONWEALTH MOTORS CHARLES DAHER'S COMMONWEALTH MOTORS 401(K) RETIREMENT PLAN | LAWRENCE MA | 216 | $17.2M | $215K |
| 8 | KEN VANCE CAR CITY, INC. ONE AUTOMOTIVE GROUP 401(K) PLAN | EAU CLAIRE WI | 196 | $9.4M | $128K |
