Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Talcott Resolution Life Ins. Co. American Funds Fundamental Investment Fund in their Schedule of Assets, totaling $49K 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 | WESTMINSTER COLLEGE WESTMINSTER COLLEGE 403(B) RETIREMENT ACCOUNT | FULTON MO | 310 | $31.5M | $49K |
