Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Fundamental Invs R3 * in their Schedule of Assets, totaling $4.3M 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 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $2.4M |
| 2 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $696K |
| 3 | OHANA PACIFIC MANAGEMENT CO., INC. |
KANEOHE HI |
| 586 |
| $11.5M |
| $478K |
| 4 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN | CHEYENNE WY | 77 | $11.7M | $415K |
| 5 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $117K |
| 6 | PALMETTO GOODWILL PALMETTO GOODWILL 401(K) PLAN | NORTH CHARLESTON SC | 1,153 | $10.2M | $114K |
| 7 | MOTORAMBAR, INC. MOTORAMBAR, INC. CODA PROFIT SHARING PLAN | SAN JUAN PR | 189 | $8.1M | $63K |
| 8 | GARAGA USA, INC. GARAGA USA, INC. 401(K) PLAN | PONCA CITY OK | 288 | $2.7M | $30K |
| 9 | CCHPR HOSPITALITY LLC CCHPR SAVINGS & RETIREMENT PLAN | SAN JUAN PR | 222 | $2.2M | $13K |
