Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s American Funds American Funds Fundamental Investors Fund R4 in their Schedule of Assets, totaling $2.5M 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 | DAY KIMBALL HOSPITAL DAY KIMBALL HOSPITAL DEFINED CONTRIBUTION PLAN | PUTNAM CT | 1,095 | $61.7M | $2.5M |
