Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Fundamental Invs Registered investment company (y) in their Schedule of Assets, totaling $638K 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 | O'NEIL & ASSOCIATES, INC. O'NEIL & ASSOCIATES, INC. PROFIT SHARING AND SAVINGS PLAN | MIAMISBURG OH | 172 | $17.4M | $638K |
