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 Fund R4 # in their Schedule of Assets, totaling $6.4M 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 | GROB SYSTEMS, INC. GROB SYSTEMS, INC. PROFIT SHARING PLAN | BLUFFTON OH | 873 | $100.1M | $5.4M |
| 2 | GIVENS GROUP, INC. GIVENS 401(K) SAVINGS AND RETIREMENT PLAN | CHESAPEAKE VA | 331 | $21.9M | $959K |
| 3 | ROEPER CITY AND COUNTRY SCHOOL DBA THE ROEPER SCHOOL THE ROEPER SCHOOL SAVINGS AND MATCH PLAN |
BLOOMFIELD HILLS MI |
| 103 |
| $21.3M |
| $93K |
