Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Transamerica Life Insurance Company Amer Funds Fundamental Investors Ret Opt 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 | PACIFIC HEALTHCARE GROUP LLC PACIFIC HEALTHCARE GROUP LLC 401(K) RETIREMENT SAVINGS PLAN | PEARL CITY HI | 234 | $12.3M | $1.1M |
| 2 | PC CARE CORP ITO HEALTHCARE GROUP 401(K) RETIREMENT SAVINGS PLAN | PEARL CITY HI | 288 | $10.6M | $936K |
| 3 | CENTRA SOTA COOPERATIVE |
BUFFALO MN |
| 185 |
| $20.6M |
| $513K |
