Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AM FDS WASH MUTL INVST REGISTERED INVESTMENTS in their Schedule of Assets, totaling $649K 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 | ALLIED RESOURCES GROUP LLC ALLIED RESOURCES GROUP 401(K) PLAN | EXTON PA | 546 | $26.0M | $628K |
| 2 | ALLIANCE COLLEGE READY PUBLIC SCHOOLS ALLIANCE COLLEGE READY PUBLIC SCHOOLS 403(B) PLAN | LOS ANGELES CA | 238 | $6.9M | $21K |
