Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Fds WshMut Inv R6 Fd Mutual Fund in their Schedule of Assets, totaling $4.4M 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 | AMERICA II GROUP LLC AMERICA II CORP. RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 211 | $41.3M | $2.4M |
| 2 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $1.8M |
| 3 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN |
BELLINGHAM WA |
| 445 |
| $13.1M |
| $247K |
