Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Fundamental in their Schedule of Assets, totaling $8.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOBITECH, INCORPORATED GLOBAL WAFERS US 401(K) PLAN | SHERMAN TX | 665 | $121.2M | $4.5M |
| 2 | BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL | COLLINSVILLE IL | 139 | $23.6M | $2.0M |
| 3 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN |
CARY NC |
| 189 |
| $29.9M |
| $1.4M |
| 4 | PRYM CONSUMER USA INC. PRYM CONSUMER USA INC. SAVINGS AND INVESTMENT PLAN | SPARTANBURG SC | 66 | $11.3M | $631K |
