Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding AMERICAN FUNDS WAMU - R4 in their Schedule of Assets, totaling $25.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BIRKEYS FARM STORE INC BIRKEY'S FARM STORE, INC. 401(K) PROFIT SHARING PLAN | CHAMPAIGN IL | 394 | $50.7M | $7.6M |
| 2 | MAVIS TIRE SUPPLY LLC MAVIS TIRE SUPPLY LLC 401(K) PLAN | MILLWOOD NY | 10,033 | $202.0M | $5.0M |
| 3 | INTERSTATE CHEMICAL COMPANY, INC INTERSTATE CHEMICAL COMPANY 401(K) / PROFIT SHARING PLAN |
HERMITAGE PA |
| 271 |
| $30.7M |
| $3.9M |
| 4 | PHOENIX INTERNATIONAL HOLDINGS, PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | LARGO MD | 178 | $22.2M | $1.9M |
| 5 | JENOPTIK NORTH AMERICA, INC. JENOPTIK NORTH AMERICA 401(K) PLAN | JUPITER FL | 324 | $42.0M | $1.6M |
| 6 | DORNIER MEDTECH AMERICA, INC. DORNIER MEDTECH AMERICA, INC. 401(K) PLAN | KENNESAW GA | 127 | $18.7M | $1.2M |
| 7 | THE KAMSON CORPORATION THE KAMSON CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 366 | $16.8M | $647K |
| 8 | MFXCHANGE US, INC. MFXCHANGE US, INC. EMPLOYEE RETIREMENT PLAN | MORRIS PLAINS NJ | 46 | $17.1M | $609K |
| 9 | MICHIGAN MUTUAL, INC. MICHIGAN MUTUAL INC. 401K PLAN | PORT HURON MI | 208 | $19.3M | $597K |
| 10 | ROSS EDUCATION HOLDINGS, INC. ROSS EDUCATION HOLDINGS, INC. PROFIT SHARING & 401(K) PLAN | CLINTON TWP MI | 564 | $13.7M | $292K |
