Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund Class R4 in their Schedule of Assets, totaling $2.3M 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 | BRIDGEWATER HEALTHCARE, INC. BRIDGEWATER HEALTHCARE, INC. 403(B) RETIREMENT PLAN | BRIDGEWATER VA | 478 | $23.2M | $1.7M |
| 2 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $305K |
| 3 | ATLANTIS COMFORT SYSTEMS CORP |
WEST WARWICK RI |
| 222 |
| $5.2M |
| $252K |
