Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Fundamental Invs R6 Registered investment company in their Schedule of Assets, totaling $21.9M 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 | RADIA, INC., P.S. RADIA, INC., P.S. 401(K) PLAN | LYNNWOOD WA | 662 | $310.9M | $10.2M |
| 2 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $5.3M |
| 3 | VISALIA MEDICAL CLINIC, INC. VISALIA MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN |
VISALIA CA |
| 54 |
| $89.4M |
| $3.6M |
| 4 | THE BASEBALL CLUB OF SEATTLE, LLLP THE SEATTLE MARINERS 401(K) PLAN | SEATTLE WA | 1,415 | $73.9M | $748K |
| 5 | PRESTIGE MANAGEMENT SERVICES, INC. PRESTIGE EMPLOYEES' 401(K) PLAN | MAHWAH NJ | 96 | $20.0M | $717K |
| 6 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,235 | $41.1M | $687K |
| 7 | ALSCO-GEYER IRRIGATION, INC. ALSCO-GEYER IRRIGATION, INC. PROFIT SHARING 401(K) PLAN | ARBUCKLE CA | 130 | $10.1M | $665K |
