Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Transamerica Life Insurance Company American Funds Fundamental Investors in their Schedule of Assets, totaling $689K 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 | AMERICAN READING COMPANY AMERICAN READING COMPANY 401K RETIREMENT PLAN | BLUE BELL PA | 207 | $16.5M | $583K |
| 2 | LINDAR CORPORATION LINDAR 401(K PROFIT SHARING PLAN | BAXTER MN | 171 | $7.0M | $106K |
