Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Transamerica Financial Life Insurance Company American Funds Fundamental Investors (1) in their Schedule of Assets, totaling $1.2M 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 | SOUTHERN MANAGEMENT CORPORATION SOUTHERN MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | GREENVILLE SC | 1,316 | $25.6M | $309K |
| 2 | SUMMA REHAB HOSPITAL SUMMA REHAB HOSPITAL RETIREMENT PLAN | AKRON OH | 242 | $5.6M | $220K |
| 3 | FAMILY ENDEAVORS, INC. DBA ENDEAVORS |
SAN ANTONIO TX |
| 2,769 |
| $18.1M |
| $214K |
| 4 | PETMED EXPRESS, INC. PETMED EXPRESS, INC. 401(K) PLAN | DELRAY BEACH FL | 144 | $8.9M | $199K |
| 5 | PASCHALL TRUCK LINES, INC PASCHALL TRUCK LINES EMPLOYEE RETIREMENT SAVINGS PLAN | MURRY KY | 963 | $12.8M | $120K |
| 6 | GAR LABORATORIES, INC. GAR LABORATORIES, INC. PROFIT SHARING 401(K) PLAN | RIVERSIDE CA | 134 | $6.5M | $69K |
| 7 | PITT ELECTRIC, ORI, LLC PITT ELECTRIC ORI, LLC 401(K) PLAN | GREENVILLE NC | 199 | $2.8M | $48K |
| 8 | PHOENIX HOME CARE, INC. PHOENIX HOME CARE, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 1,724 | $5.0M | $16K |
| 9 | BY YOUR SIDE, LLC BY YOUR SIDE, LLC 401(K) PLAN | SCHAUMBURG IL | 392 | $1.6M | $16K |
| 10 | HOPE HEALTH SYSTEMS INC. HOPE HEALTH SYSTEMS INC. 401K PLAN | WOODLAWN MD | 122 | $1.4M | $13K |
