Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental Invs R6 Pooled separate account in their Schedule of Assets, totaling $1.5M 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 | THE WEST OAKLAND HEALTH COUNCIL THE WEST OAKLAND HEALTH COUNCIL RETIREMENT SAVINGS PLAN | OAKLAND CA | 115 | $6.6M | $1.0M |
| 2 | LUMITE, INC. LUMITE, INC. 401(K) SAVINGS PLAN | ALTO GA | 128 | $5.2M | $307K |
| 3 | SARASOTA 500, LLC SARASOTA 500, LLC DBA SARASOTA FORD 401K PLAN |
SARASOTA FL |
| 187 |
| $5.7M |
| $78K |
| 4 | DIGINEER, INC. DIGINEER, INC. 401(K) PLAN | PLYMOUTH MN | 84 | $7.4M | $74K |
