Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Washington Mutual Investors Class R6 in their Schedule of Assets, totaling $2.3M 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 | SUN AND SANDS ENTERPRISES, LLC SUN AND SANDS ENTERPRISES PROFIT SHARING AND 401(K) PLAN | LA QUINTA CA | 112 | $14.9M | $1.3M |
| 2 | LOUISIANA FEDERAL CREDIT UNION LOUISIANA FEDERAL CREDIT UNION 401(K) PLAN | LA PLACE LA | 123 | $11.0M | $692K |
| 3 | SOUTHWEST FLORIDA RETIREMENT CENTER INC DBA VILLAGE ON THE ISLE |
VENICE FL |
| 269 |
| $4.4M |
| $273K |
