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 R4 Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | SEATTLE METRO. CREDIT UNION SEATTLE METROPOLITAN CREDIT UNION 401(K) PLAN | SEATTLE WA | 181 | $16.1M | $1.9M |
| 2 | DAVIDSON'S, INC. DAVIDSON'S, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | PRESCOTT AZ | 239 | $18.2M | $338K |
