Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The American Funds Am Fds Fndmtl Inv R6 Fund in their Schedule of Assets, totaling $667K 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 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN | CHARLESTON MO | 171 | $17.0M | $520K |
| 2 | CENTER FOR INTERNET SECURITY, INC. CENTER FOR INTERNET SECURITY 401(K) PLAN | EAST GREENBUSH NY | 498 | $46.9M | $147K |
