Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Washington Mutual Investors R4 in their Schedule of Assets, totaling $712K 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 | STAN KOCH & SONS TRUCKING, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,435 | $53.6M | $612K |
| 2 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT UNION 401(K) PLAN | SAGINAW MI | 586 | $6.2M | $100K |
