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 R3 Mutual Fund N/A in their Schedule of Assets, totaling $261K 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 | FRANK BRUNCKHORST CO., LLC FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN | SARASOTA FL | 170 | $4.5M | $146K |
| 2 | BOARS HEAD PROVISION CO., INC. BOARS HEAD PROVISION CO., INC. BARGAINING UNIT-VA 401(K) PLAN | SARASOTA FL | 296 | $4.8M | $115K |
