Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Wash Mutual R3 Registered Investment Company in their Schedule of Assets, totaling $3.9M 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 | CFC, INC. D/B/A COLUMBUS FOODS CFC, INC. EMPLOYEES' PROFIT SHARING & 401K PLAN | DES PLAINES IL | 132 | $18.6M | $1.9M |
| 2 | WISCONSIN ATHLETIC CLUB, LLC WISCONSIN ATHLETIC CLUB, LLC SALARY SAVINGS 401(K) PLAN | WEST ALLIS WI | 120 | $6.9M | $1.1M |
| 3 | HOUSE HASSON HARDWARE CO., INC. |
KNOXVILLE TN |
| 649 |
| $22.3M |
| $875K |
