Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Fundamental Invs R2E* in their Schedule of Assets, totaling $963K 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 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN | SOMERSET KY | 93 | $8.2M | $594K |
| 2 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN | SUNSET HILLS MO | 153 | $5.4M | $369K |
