Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party-in- (b) & (c) (d) Current Interest Identity of Party Involved and Description of Investment Cost Value Pooled Separate Accounts, at Fair Value American Funds Fundamental Investors Fund in their Schedule of Assets, totaling $746K 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 | CARLE HEALTH HUMAN SERVICE CENTER 403(B) RETIREMENT PLAN | URBANA IL | 137 | $5.0M | $746K |