Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The American Funds American Funds Fundamental Investors R4 Fund in their Schedule of Assets, totaling $14.6M 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 | WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN | NEW YORK NY | 2,197 | $307.2M | $14.6M |
