Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Wash Mutual R6 Mutual fund in their Schedule of Assets, totaling $11.0M 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 | LAKEVIEW CENTER, INC. LAKEVIEW CENTER INC RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 2,591 | $116.7M | $4.5M |
| 2 | THE LONGSTREET CLINIC, P.C. THE LONGSTREET CLINIC, P. C. 401(K) PLAN AND TRUST | GAINESVILLE GA | 610 | $143.0M | $3.8M |
| 3 | BALDWIN AREA MEDICAL CENTER, INC. |
BALDWIN WI |
| 456 |
| $41.0M |
| $1.1M |
| 4 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $1.1M |
| 5 | COMMUNITY WELLNESS PARTNERS, INC. COMMUNITY WELLNESS PARTNERS, INC. 403(B) PLAN | CLINTON NY | 605 | $11.2M | $201K |
| 6 | MINEBEA-ACCESSSOLUTIONS USA INC. MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN | BREMEN GA | 606 | $20.8M | $178K |
| 7 | SOUTHLAND STEEL FABRICATORS, INC. SOUTHLAND STEEL FABRICATORS, INC. 401(K) PLAN AND TRUST | AMITE LA | 374 | $4.5M | $31K |
| 8 | GOLDEN ARTIST COLORS, INC. GOLDEN ARTIST COLORS, INC. 401K PROFIT SHARING | NEW BERLIN NY | 207 | $28.5M | $10K |
