Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Fundamental Invs R3 * in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA NC | 129 | $27.6M | $1.0M |
| 3 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN |
KINGSPORT TN |
| 227 |
| $6.8M |
| $696K |
| 4 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $478K |
| 5 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN | CHEYENNE WY | 77 | $11.7M | $415K |
| 6 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $117K |
| 7 | PALMETTO GOODWILL PALMETTO GOODWILL 401(K) PLAN | NORTH CHARLESTON SC | 1,153 | $10.2M | $114K |
| 8 | MOTORAMBAR, INC. MOTORAMBAR, INC. CODA PROFIT SHARING PLAN | SAN JUAN PR | 189 | $8.1M | $63K |
| 9 | GARAGA USA, INC. GARAGA USA, INC. 401(K) PLAN | PONCA CITY OK | 288 | $2.7M | $30K |
| 10 | CCHPR HOSPITALITY LLC CCHPR SAVINGS & RETIREMENT PLAN | SAN JUAN PR | 222 | $2.2M | $13K |
