Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Af Wash Mutl Inv R6 in their Schedule of Assets, totaling $34.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ADVANCED ENERGY INDUSTRIES, INC. ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 1,136 | $259.6M | $12.8M |
| 2 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $9.6M |
| 3 | PEACEHEALTH PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN |
VANCOUVER WA |
| 3,642 |
| $343.5M |
| $7.9M |
| 4 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $1.8M |
| 5 | 1-800 CONTACTS, INC. 1-800 CONTACTS, INC. RETIREMENT AND SAVINGS PLAN | DRAPER UT | 1,420 | $73.0M | $759K |
| 6 | MONTERRA CREDIT UNION MONTERRA CREDIT UNION 401(K) PLAN | REDWOOD CITY CA | 217 | $43.6M | $671K |
| 7 | INTERFACE INC. INTERFACE, INC. EMPLOYEE PROFIT SHARING & RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 220 | $13.7M | $242K |
| 8 | MASTER METER, INC. MASTER METER, INC. 401(K) SAVINGS & INVESTMENT PLAN | MANSFIELD TX | 169 | $23.4M | $207K |
| 9 | ILJIN USA CORPORATION ILJIN 401(K) PLAN | NOVI MI | 192 | $9.0M | $139K |
| 10 | MULTITECH INDUSTRIES, LLC MT INTERMEDIATE HOLDINGS, LLC 401(K) PLAN AND TRUST | CAROL STREAM IL | 348 | $18.2M | $95K |
