Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Funds Wash Mutual Inv R6 Pooled separate account in their Schedule of Assets, totaling $33.6M 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 | ALFRED BENESCH & COMPANY EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY | CHICAGO IL | 1,060 | $336.3M | $14.9M |
| 2 | GEOLOGIC ASSOCIATES GEOLOGIC ASSOCIATES 401K PROFIT SHARING PLAN | ONTARIO CA | 302 | $88.1M | $4.2M |
| 3 | SAN JOAQUIN REFINING COMPANY, INC. |
BAKERSFIELD CA |
| 131 |
| $36.2M |
| $3.8M |
| 4 | APPLE HEALTH CARE, INC. APPLE HEALTH CARE, INC. 401(K) SECURITY EXPRESS | AVON CT | 2,798 | $86.4M | $2.4M |
| 5 | TWIN CITY HARDWARE COMPANY TWIN CITY HARDWARE COMPANY 401(K) SAVINGS PLAN AND TRUST | OAKDALE MN | 255 | $33.4M | $1.6M |
| 6 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $1.6M |
| 7 | SOUTH BANKING COMPANY SAVINGS PLAN FOR EMPLOYEES OF SOUTH BANKING COMPANY | ALMA GA | 138 | $18.2M | $1.1M |
| 8 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $809K |
| 9 | GT&E, LLC GROFF TRACTOR 401(K) PLAN | MECHANICSBURG PA | 231 | $20.9M | $660K |
| 10 | THE RIESTER CORPORATION THE RIESTER CORPORATION 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 57 | $11.7M | $585K |
