Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Wash Mutual R4 Registered Investment Company in their Schedule of Assets, totaling $4.7M 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 | COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE GA | 694 | $29.9M | $1.8M |
| 2 | CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN | NORCROSS GA | 812 | $45.9M | $1.2M |
| 3 | SOUTH MIDDLESEX OPPORTUNITY COUNCIL SMOC 403(B) SAVINGS PLAN |
FRAMINGHAM MA |
| 464 |
| $21.9M |
| $963K |
| 4 | THE NELSON-ATKINS MUSEUM OF ART THE NELSON GALLERY FOUNDATION 403(B) PLAN | KANSAS CITY MO | 372 | $14.2M | $412K |
| 5 | TWOS COMPANY, INC. TWO'S COMPANY, INC. 401K PROFIT SHARING PLAN | ELMSFORD NY | 150 | $15.8M | $333K |
