Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding AMERICAN FUNDS FUNDAMENTAL -R3 in their Schedule of Assets, totaling $6.8M 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 | AMERICAN STAIR CORPORATION, INC. AMERICAN STAIR CORPORATION 401(K) EMPLOYEE RETIREMENT PLAN | HAMMOND IN | 97 | $17.9M | $4.7M |
| 2 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $778K |
| 3 | MOTIVATIONAL SYSTEMS, INC. |
NATIONAL CITY CA |
| 103 |
| $11.7M |
| $492K |
| 4 | TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE | NEW YORK NY | 70 | $14.5M | $308K |
| 5 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $274K |
| 6 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $166K |
| 7 | VANNGUARD UTILITY PARTNERS, INC. VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN | DE FOREST WI | 325 | $3.6M | $49K |
| 8 | YATES INDUSTRIES, INC. YATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST CLAIR SHORES MI | 189 | $8.2M | $17K |
