Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds Washington Mutual R5e in their Schedule of Assets, totaling $1.9M 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 | PERSTORP HOLDING (U.S.) INC. THE PERSTORP 401(K) RETIREMENT PLAN | TOLEDO OH | 131 | $18.8M | $834K |
| 2 | TENNESSEE TRACTOR, LLC TENNESSEE TRACTOR, LLC RETIREMENT SAVINGS PLAN | ALAMO TN | 322 | $16.8M | $580K |
| 3 | SYMPHONY RISK ENTERPRISES, LLC SYMPHONY RISK SOLUTIONS 401(K) PLAN |
RICHARDSON TX |
| 116 |
| $12.0M |
| $241K |
| 4 | WALTHER FARMS LLC WALTHER FARMS LLC 401(K) PLAN | THREE RIVERS MI | 371 | $13.7M | $106K |
| 5 | CHEROKEE BRICK & TILE COMPANY CHEROKEE BRICK & TILE COMPANY EMPLOYEE 401(K) PLAN | MACON GA | 359 | $7.6M | $98K |
