Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Fundamental Investors Registered Investment Company in their Schedule of Assets, totaling $10.0M 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 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM WA | 510 | $108.8M | $7.6M |
| 2 | ROYAL CREDIT UNION ROYAL CREDIT UNION 401(K) PLAN | EAU CLAIRE WI | 835 | $101.3M | $1.4M |
| 3 | PROVIDENT TITLE COMPANY PROVIDENT TITLE COMPANY 401(K) PROFIT SHARING PLAN & TRUST |
ENCINO CA |
| 94 |
| $13.7M |
| $870K |
| 4 | INTENSIVE BEHAVIOR INTERVENTIO INTENSIVE BEHAVIOR INTERVENTIO 401(K) PROFIT SHARING PLAN & TRUST | GARDENA CA | 130 | $3.4M | $122K |
| 5 | SOAREN MANAGEMENT LLC SOAREN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 96 | $5.2M | $59K |
| 6 | CALIFORNIA OLIVE RANCH INC. CALIFORNIA OLIVE RANCH INC. 401(K) PROFIT SHARING PLAN | CHICO CA | 142 | $5.9M | $3K |
