Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental Invs Mutual Fund - in their Schedule of Assets, totaling $2.1M 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 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $1.2M |
| 2 | SCHNEIDER HEATING & AIR CONDITIONING, INC. SCHNEIDER HEATING & AIR CONDITIONING, INC. PROFIT SHARING PLAN | ONALASKA WI | 124 | $10.4M | $706K |
| 3 | FOR BARE FEET, LLC FOR BARE FEET, LLC. 401(K) PLAN |
MARTINSVILLE IN |
| 164 |
| $2.3M |
| $156K |
| 4 | TAHOE TRUCKEE DISPOSAL CO., INC. TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN | TAHOE CITY CA | 132 | $20.6M | $26K |
