Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $35.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: American Funds Wash Mutual R6, American Fund Wash Mutual R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ALFRED BENESCH & COMPANY EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY | CHICAGO IL | 1,060 | $336.3M | $14.9M |
| 2 | TRIANGLE CHEMICAL COMPANY TRIANGLE CHEMICAL PROFIT SHARING 401(K) PLAN | MACON GA | 242 | $56.4M | $3.6M |
| 3 | TAYLOR METALWORKS, INC. TAYLOR METALWORKS, INC. TRUST | ORCHARD PARK NY | 93 | $14.6M | $2.5M |
| 4 | CONNECTONE BANK CONNECTONE BANK 401K PLAN | ENGLEWOOD CLIFFS NJ | 479 | $59.6M | $1.5M |
| 5 | PATHOLOGY ASSOCIATES OF SAN ANTONIO PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO TX | 110 | $31.6M | $1.4M |
| 6 | NOARUS TGG DBA TOYOTA PLACE NOARUS AUTO GROUP 401(K) PLAN | GARDEN GROVE CA | 350 | $28.4M | $1.3M |
| 7 | FIRST TEXAS HOMES, INC. FIRST TEXAS HOMES, INC. 401(K) PLAN | DALLAS TX | 236 | $13.5M | $1.2M |
| 8 | OSI DIGITAL,INC. OSI DIGITAL, INC. 401(K) PLAN | CALABASAS CA | 185 | $21.1M | $1.0M |
| 9 | EARL W. COLVARD, INC. EARL W. COLVARD, INC. SAVINGS PLAN | DELAND FL | 491 | $23.2M | $994K |
| 10 | SENNHEISER ELECTRONIC CORPORATION SENNHEISER ELECTRONIC CORPORATION 401(K) PLAN | OLD LYME CT | 117 | $26.5M | $986K |
