Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Wash Mutual Inv R6 Pooled Separate Accounts in their Schedule of Assets, totaling $3.6M 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 | P & K EQUIPMENT, INC P & K 401(K) PLAN | ENID OK | 726 | $45.3M | $3.5M |
| 2 | TERRABANK, N.A. TERRABANK 401(K) PLAN | MIAMI FL | 116 | $6.2M | $165K |
