Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund Class R-6 Registered Investment Company in their Schedule of Assets, totaling $140.4M 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 | KLA CORPORATION KLA 401(K) PLAN | MILPITAS CA | 7,680 | $2.1B | $139.6M |
| 2 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $548K |
| 3 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN | CAMPBELL |
| 371 |
| $20.7M |
| $185K |
| 4 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS CA | 457 | $3.7M | $40K |
