Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund R3 in their Schedule of Assets, totaling $1.4M 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 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $702K |
| 2 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN | VIENNA VA | 460 | $4.7M | $673K |
| 3 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN |
SUPERIOR WI |
| 137 |
| $6.8M |
| $18K |
| 4 | TOWNE CONSTRUCTION SERVICES, LLC TOWNE CONSTRUCTION SERVICES, LLC RETIREMENT SAVINGS PLAN | BATAVIA OH | 115 | $2.4M | $13K |
| 5 | WARDLAW CLAIMS SERVICES, LLC WARDLAW COMPANIES 401(K) PLAN | WACO TX | 215 | $1.9M | $4K |
