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 R5E in their Schedule of Assets, totaling $1.1M 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 | AIR DISTRIBUTION ENTERPRISES INC. AIR DISTRIBUTION ENTERPRISES INC. 401(K) PLAN | FREEPORT NY | 164 | $23.6M | $1.1M |
| 2 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $7K |
