Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Fundmntl Invst Ret Acct in their Schedule of Assets, totaling $236K 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 | PRODUCT DEVELOPMENT ASSOCIATES, INC. PDA 401(K) PLAN | BURNSVILLE MN | 146 | $11.1M | $236K |
