Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Fundamental Investors R6 Mutual funds in their Schedule of Assets, totaling $13.4M 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 | AKRS EQUIPMENT SOLUTIONS INC. AKRS EQUIPMENT SOLUTIONS INC. 401K PLAN | LINCOLN NE | 736 | $86.4M | $4.8M |
| 2 | COLTENE/WHALEDENT, INC. COLTENE/WHALEDENT, INC. PROFIT SHARING PLAN | CUYAHOGA FALLS OH | 268 | $25.9M | $2.4M |
| 3 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN |
FOND DU LAC WI |
| 92 |
| $22.1M |
| $1.7M |
| 4 | EMERY & WEBB, INC. EMERY & WEBB 401K SAVINGS PLAN | FISHKILL NY | 106 | $14.2M | $1.5M |
| 5 | HOMETOWN PHARMACY, INC. HOMETOWN PHARMACY RETIREMENT SAVINGS PLAN | NEW ERA MI | 346 | $19.7M | $1.4M |
| 6 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $495K |
| 7 | MOUNTAIN VIEW HOSPITAL LLC MOUNTAIN VIEW HOSPITAL LLC 401(K) PLAN | IDAHO FALLS ID | 2,200 | $70.2M | $416K |
| 8 | GEMINI BAKERY EQUIPMENT COMPANY GEMINI BAKERY EQUIPMENT COMPANY 401(K) PLAN | PHILADELPHIA PA | 124 | $15.0M | $408K |
| 9 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 156 | $15.9M | $292K |
| 10 | CACHE VALLEY BANK CACHE VALLEY BANK EMPLOYEE 401(K) PROFIT SHARING PLAN | LOGAN UT | 325 | $22.4M | $40K |
