Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fundamental Investors Mutual fund in their Schedule of Assets, totaling $18.1M 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 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $12.1M |
| 2 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $3.6M |
| 3 | CONNECTIVITY POINT DESIGN & INSTALLATION, LLC CONNECTIVITY POINT 401(K) PLAN |
AUBURN ME |
| 171 |
| $8.8M |
| $1.2M |
| 4 | ACCESS XP LLC ACCESS XP RETIREMENT PLAN | SAN DIEGO CA | 221 | $7.5M | $465K |
| 5 | HART BROTHERS CONSTRUCTION DBA AQUATIC TECHNOLOGIES AQUATIC TECHNOLOGIES, INC. EMPLOYEES 401K PLAN | SAN JUAN CAPISTRANO CA | 116 | $5.9M | $325K |
| 6 | GRIFFIS BLESSING, INC. GRIFFIS BLESSING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 337 | $11.5M | $155K |
| 7 | ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS EXPLORUS 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 404 | $2.8M | $100K |
| 8 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $86K |
| 9 | SAN JUAN REGIONAL MEDICAL CENTER SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN | FARMINGTON NM | 1,957 | $142.2M | $60K |
