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 R6 Mutual fund in their Schedule of Assets, totaling $1.9M 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 | MIDWEST BANC HOLDING COMPANY MIDWEST BANC HOLDING COMPANY 401(K) AND PROFIT SHARING PLAN | NORFOLK NE | 189 | $37.7M | $1.4M |
| 2 | LOBAR, INC. LOBAR RETIREMENT PLAN | DILLSBURG PA | 254 | $28.2M | $224K |
| 3 | AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN |
FISHERS IN |
| 304 |
| $9.7M |
| $173K |
| 4 | DENTAL ASSOCIATES OF ST PAUL P.A. DENTAL DELIVERY SYSTEMS 401(K) PLAN | ST. PAUL MN | 135 | $2.8M | $87K |
| 5 | CENTROME, INC. DBA ADVANCED BIOTECH CENTROME, INC. DBA ADVANCED BIOTECH PROFIT-SHARING PLAN AND TRUST | TOTOWA NJ | 128 | $16.9M | $11K |
