Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Research and Mgmt Co American Funds Fundamental Investors R6 Fund •• in their Schedule of Assets, totaling $262K 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 | COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP UFINANCIAL EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 123 | $8.2M | $150K |
| 2 | FEARLESS SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN OF FEARLESS SOLUTIONS, LLC | BALTIMORE MD | 258 | $23.0M | $112K |
