Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Fundamental Invs R6 in their Schedule of Assets, totaling $9.7M 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 | NASSCO, INC. NASSCO, INC. PROFIT SHARING AND 401(K) PLAN | NEW BERLIN WI | 165 | $24.8M | $3.0M |
| 2 | CHEMGLASS, INC CHEMGLASS 401(K) SAVINGS & INVESTMENT PLAN | VINELAND NJ | 207 | $21.9M | $1.6M |
| 3 | SARA LEE FROZEN BAKERY, LLC SARA LEE FROZEN BAKERY 401(K) PLAN |
OAKBROOK TERRACE IL |
| 1,389 |
| $56.5M |
| $1.3M |
| 4 | CADMUS HOLDING COMPANY, INC. THE CADMUS GROUP, INC. 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 988 | $129.7M | $1.1M |
| 5 | WULCO, INC. WULCO, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 212 | $20.5M | $683K |
| 6 | CSG CONSULTANTS, INC. CSG CONSULTANTS, INC. 401(K) SAVINGS PLAN | FOSTER CITY CA | 324 | $45.4M | $580K |
| 7 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN | ATLANTA GA | 343 | $25.3M | $372K |
| 8 | MOUNTAIN ISLAND CHARTER SCHOOL MOUNTAIN ISLAND CHARTER SCHOOL 403B PLAN | MT HOLLY NC | 266 | $4.0M | $342K |
| 9 | SUTTON FORD, INC. SUTTON AUTO TEAM RETIREMENT PLAN | MATTESON IL | 331 | $10.6M | $309K |
| 10 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN | ATLANTA GA | 399 | $40.0M | $253K |
