Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Fundamental Investors R6 Registered investment companies in their Schedule of Assets, totaling $1.3M 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 | THE NEW 42ND STREET, INC. THE NEW 42ND STREET, INC. 403(B) PLAN | NEW YORK NY | 272 | $5.8M | $714K |
| 2 | JERRY'S BUILDING MATERIALS, INC. JERRY'S BUILDING MATERIALS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 277 | $18.8M | $539K |
