Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Funds Washington Mutual R3 - in their Schedule of Assets, totaling $8.6M 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 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,301 | $123.2M | $3.0M |
| 2 | SCHIMBERG CO. SCHIMBERG CO. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 171 | $41.8M | $2.9M |
| 3 | BESTCARE TREATMENT SERVICES, INC. BESTCARE TREATMENT SERVICES, INC. 403(B) PLAN |
REDMOND OR |
| 350 |
| $6.2M |
| $515K |
| 4 | RIVER GARDEN HEBREW HOME/WOLFSON HEALTH & AGING CENTER RIVER GARDEN 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 336 | $12.9M | $471K |
| 5 | THE VILLAGE AT MANOR PARK, INC. THE VILLAGE AT MANOR PARK, INC. RETIREMENT PLAN | WEST ALLIS WI | 260 | $7.3M | $441K |
| 6 | RIGIDPLY RAFTERS, INC. RIGIDPLY RAFTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | RICHLAND PA | 194 | $27.3M | $362K |
| 7 | FIRST FLORIDA CONSTRUCTORS, LLC FIRST FLORIDA CONSTRUCTORS, LLC PROFIT SHARING PLAN | MIAMI FL | 109 | $9.8M | $309K |
| 8 | GENERAL FLOOR INDUSTRIES, INC. GENERAL FLOOR INDUSTRIES, INC. 401(K) PLAN | BELLMAWR NJ | 174 | $8.1M | $252K |
| 9 | HOLLENBECK PALMS HOLLENBECK PALMS 401K PLAN | LOS ANGELES CA | 178 | $6.2M | $154K |
| 10 | JEFFORDS STEEL AND SPECIALTY COMPANY, INC. JEFFORDS STEEL AND ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | PLATTSBURGH NY | 98 | $11.2M | $99K |
