Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fundamental Investors ....................................... in their Schedule of Assets, totaling $3.3M 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 | HUTCHINSON & BLOODGOOD, LLP HUTCHINSON & BLOODGOOD, LLP 401(K) PROFIT SHARING PLAN | GLENDALE CA | 186 | $57.8M | $1.8M |
| 2 | CLIMATECH, INC. CLIMATECH, INC. RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 170 | $17.6M | $406K |
| 3 | LIVING RESOURCES CORPORATION LIVING RESOURCES 403(B) RETIREMENT PLAN |
ALBANY NY |
| 805 |
| $11.0M |
| $371K |
| 4 | MAINLINE PHARMACY MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN | CRESSON PA | 45 | $3.3M | $350K |
| 5 | LEE HILL INVESTMENTS LLC LEE HILL INVESTMENTS LLC 401(K) PLAN | CHANDLER AZ | 292 | $2.0M | $132K |
| 6 | BEACH CITIES ORTHOPEDIC BEACH CITIES ORTHOPEDIC 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 119 | $2.9M | $95K |
| 7 | MILO'S TEA COMPANY, INC. MILO'S TEA COMPANY, INC. RETIREMENT SAVINGS PLAN | BESSEMER AL | 773 | $21.8M | $60K |
| 8 | STAR COMMUNITY, INC. STAR COMMUNITY, INC. | HAGERSTOWN MD | 123 | $1.8M | $40K |
| 9 | NORWICH CONVALESCENT HOME, INC NORWICHTOWN AND NEW LONDON REHAB & CARE CENTER 401(K) PLAN | NORWICH CT | 316 | $2.2M | $33K |
