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 R6 American Funds Fundamental Invs R6 in their Schedule of Assets, totaling $11.2M 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 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE MD | 260 | $129.4M | $6.6M |
| 2 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $4.6M |
