Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding AM FNDS WASH MUTUAL INV - R3 in their Schedule of Assets, totaling $3.4M 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 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $787K |
| 2 | ATOMIC CREDIT UNION, INC. ATOMIC CREDIT UNION, INC. 401(K) PLAN | PIKETON OH | 205 | $18.1M | $622K |
| 3 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN |
WILMINGTON NC |
| 800 |
| $16.1M |
| $540K |
| 4 | RETRACTABLE TECHNOLOGIES, INC RETRACTABLE TECHNOLOGIES, INC. 401K PLAN | LITTLE ELM TX | 170 | $8.8M | $226K |
| 5 | TRYSTAR, LLC TRYSTAR, LLC 401K PLAN | FARIBAULT MN | 566 | $19.8M | $174K |
| 6 | BLUE LAKE CASINO BLUE LAKE CASINO 401K PLAN | BLUE LAKE CA | 204 | $3.5M | $148K |
| 7 | DUNES HOSPICE LLC DUNES HOSPICE 401K PLAN | VALPARAISO IN | 112 | $1.9M | $133K |
| 8 | BETTY JEAN KERR PEOPLES HEALTH PEOPLE'S HEALTH CENTERS SALARY & SAVINGS PLAN | ST. LOUIS MO | 332 | $11.8M | $119K |
| 9 | REAL BROKER, LLC REAL BROKER, LLC 401(K) PLAN | NEW YORK NY | 245 | $5.4M | $97K |
| 10 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $88K |
