Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Group Fundamental Investors in their Schedule of Assets, totaling $1.3M 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 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $938K |
| 2 | SOUTHERN MISSOURI CONTAINERS, INC. SMC PACKAGING GROUP 401(K) PLAN | SPRINGFIELD MO | 421 | $35.6M | $268K |
| 3 | HENRY COUNTY HOSPITAL, INC. |
NAPOLEON OH |
| 291 |
| $16.9M |
| $65K |
