Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Fundamental Invs Mutual Fund - in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $1.2M |
| 2 | FIRST STATE BANK AND TRUST FIRST STATE BANK AND TRUST OF TONGANOXIE 401(K) PROFIT SHARING PLAN AND TRUST | TONGANOXIE KS | 103 | $10.6M | $899K |
| 3 | SCHNEIDER HEATING & AIR CONDITIONING, INC. |
ONALASKA WI |
| 124 |
| $10.4M |
| $706K |
| 4 | FOR BARE FEET, LLC FOR BARE FEET, LLC. 401(K) PLAN | MARTINSVILLE IN | 164 | $2.3M | $156K |
| 5 | TAHOE TRUCKEE DISPOSAL CO., INC. TAHOE TRUCKEE DISPOSAL CO., INC. 401(K) PROFIT SHARING PLAN | TAHOE CITY CA | 132 | $20.6M | $26K |
