Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding American Funds Fundamental Investors-R6 in their Schedule of Assets, totaling $126.8M 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 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $44.1M |
| 2 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $13.7M |
| 3 | RILEY CREEK LUMBER COMPANY IDAHO FOREST GROUP LLC 401(K) PLAN |
COEUR DALENE ID |
| 1,276 |
| $118.6M |
| $12.6M |
| 4 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $9.5M |
| 5 | JAMES RIVER GROUP, INC. JAMES RIVER GROUP, INC. 401(K) PLAN | RICHMOND VA | 645 | $100.7M | $4.0M |
| 6 | OSAGE INDUSTRIES, INC. OSAGE INDUSTRIES 401K PLAN | LINN MO | 138 | $23.5M | $3.6M |
| 7 | GINGKO RESIDENTIAL LLC GINKGO RESIDENTIAL 401(K) PLAN | CHARLOTTE NC | 206 | $14.0M | $3.4M |
| 8 | CREFORM CORPORATION CREFORM CORPORATION 401(K) RETIREMENT PLAN | GREER SC | 118 | $19.8M | $2.8M |
| 9 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $2.5M |
| 10 | PLUMBERS & STEAMFITTERS LOCAL 21 PLUMBERS & STEAMFITTERS LOCAL 21 ANNUITY PLAN | PEEKSKILL NY | 1,673 | $183.0M | $2.2M |
