Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding American Funds Fundamental Investors R6 Mutual fund in their Schedule of Assets, totaling $22.8M 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 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $2.4M |
| 2 | BRENTWOOD BANK BRENTWOOD BANK 401(K) PLAN | BETHEL PARK PA | 102 | $24.7M | $2.3M |
| 3 | THE BEACH COMPANY THE BEACH COMPANY EMPLOYEES' 401(K) PLAN |
CHARLESTON SC |
| 349 |
| $34.1M |
| $2.0M |
| 4 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $2.0M |
| 5 | HARGIS ENGINEERS, INC. HARGIS ENGINEERS 401(K) PLAN | SEATTLE WA | 165 | $43.2M | $1.9M |
| 6 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT TAX-SHELTERED ANNUITY PLAN | BOSTON MA | 918 | $43.5M | $1.7M |
| 7 | ROMARK LOGISTICS OF TEXAS, INC. RLG EMPLOYEES' 401(K) PLAN | WESTFIED NJ | 702 | $24.2M | $1.6M |
| 8 | GLY CONSTRUCTION, INC. GLY CONSTRUCTION, INC. 401(K) PLAN | BELLEVUE WA | 183 | $104.1M | $1.2M |
| 9 | TRADE SUPPLY GROUP, LLC TRADE SUPPLY GROUP, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 416 | $24.6M | $1.2M |
| 10 | NORTH CAROLINA NEPHROLOGY, P.A. NORTH CAROLINA NEPHROLOGY, P. A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 108 | $41.2M | $1.0M |
