Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding AMERICAN FUNDS FUNDAMENTAL -R3 in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | UNIVERSAL PROPERTY & CASUALTY UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 958 | $82.7M | $2.0M |
| 3 | SONIC SYSTEMS INTERNATIONAL, INC |
WILMINGTON NC |
| 800 |
| $16.1M |
| $778K |
| 4 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $492K |
| 5 | TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE | NEW YORK NY | 70 | $14.5M | $308K |
| 6 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $274K |
| 7 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $166K |
| 8 | VANNGUARD UTILITY PARTNERS, INC. VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN | DE FOREST WI | 325 | $3.6M | $49K |
| 9 | YATES INDUSTRIES, INC. YATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ST CLAIR SHORES MI | 189 | $8.2M | $17K |
