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 R2 Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN | ALPHARETTA GA | 550 | $17.2M | $3.5M |
| 2 | SOUTHEASTERN PNEUMATIC, INC. SOUTHEASTERN PNEUMATIC 401(K) PLAN | ELLAVILLE GA | 87 | $3.5M | $307K |
| 3 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS |
PHOENIX AZ |
| 215 |
| $4.1M |
| $56K |
| 4 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN | KIMBERTON PA | 214 | $4.6M | $12K |
