Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS WASHINGTON MUTUAL R4 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $4.1M 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 | VETTER SENIOR LIVING VETTER SENIOR LIVING EMPLOYEES 401K PLAN | ELKHORN NE | 3,914 | $86.1M | $3.7M |
| 2 | HARMONY HOME HEALTH SERVICES LLC HARMONY HOME HEALTH SERVICES 401K PLAN | MURRAY UT | 260 | $4.5M | $207K |
| 3 | SAN DIEGO HEBREW HOMES SAN DIEGO HEBREW HOMES 403B PLAN |
ENCINITAS CA |
| 276 |
| $8.8M |
| $99K |
| 4 | MEP HOLDING COMPANY INC. MEP HOLDING COMPANY 401K PLAN | INDIANAPOLIS IN | 441 | $14.7M | $85K |
| 5 | MAINLINE HEALTH SYSTEMS INC. MAINLINE HEALTH 403B PLAN | DERMONT AR | 303 | $6.1M | $15K |