Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American American Funds Washington Mutual R6 in their Schedule of Assets, totaling $6.9M 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 | HOMESTEADERS LIFE CO. HOMESTEADERS LIFE CO. 401(K) RETIREMENT PLAN | WEST DES MOINES IA | 347 | $54.1M | $2.9M |
| 2 | BORTON-LAWSON ENGINEERING INC. BORTON-LAWSON ENGINEERING INC. 401(K) PROFIT SHARING PLAN | WILKES-BARRE PA | 0 | $0 | $2.7M |
| 3 | CARITHERS-WALLACE-COURTENAY, LLC |
ATLANTA GA |
| 103 |
| $12.8M |
| $795K |
| 4 | TSFR APPLE VENTURE LLC TSFR 401(K) PLAN | LIVONIA MI | 3,511 | $12.2M | $487K |
