Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Wash Mutual Inv R6 in their Schedule of Assets, totaling $7.3M 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 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $2.6M |
| 2 | C.H. FENSTERMAKER & ASSOCIATES, L.L.C. C.H. FENSTERMAKER & ASSOCIATES PROFIT SHARING 401K PLAN | LAFAYETTE LA | 206 | $24.3M | $1.8M |
| 3 | ARRO HOLDINGS, LLC |
LITITZ PA |
| 145 |
| $11.1M |
| $819K |
| 4 | ASHFORD, INC. ASHFORD HOSPITALITY ADVISORS 401(K) SAVINGS PLAN | DALLAS TX | 213 | $27.2M | $667K |
| 5 | KNOWLES INTERMEDIATE PD HOLDINGS, KNOWLES INTERMEDIATE 401K PLAN | ITASCA IL | 388 | $9.5M | $547K |
| 6 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 216 | $25.9M | $388K |
| 7 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 244 | $20.5M | $329K |
| 8 | THE STATE GROUP INDUSTRIAL USA LIMITED THE STATE GROUP INDUSTRIAL (USA) LIMITED 401(K) PLAN | EVANSVILLE IN | 235 | $16.2M | $103K |
