Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Washington Mutual Pooled separate account in their Schedule of Assets, totaling $6.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARTFIEL AUTOMATION, INC. HARTFIEL AUTOMATION, INC. 401(K) PROFIT SHARING PLAN | EDEN PRAIRIE MN | 193 | $25.4M | $2.0M |
| 2 | ALLPRO CORPORATION ALLPRO CORPORATION 401(K) RETIREMENT PLAN | TAMPA FL | 1,398 | $28.8M | $1.4M |
| 3 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN |
KANSAS CITY KS |
| 189 |
| $13.1M |
| $1.1M |
| 4 | GAR BENNETT, LLC. GAR BENNETT, LLC. 401K PROFIT SHARING PLAN | REEDLEY CA | 178 | $20.3M | $511K |
| 5 | BENETRENDS, INC. BENETRENDS, INC. PROFIT SHARING PLAN AND TRUST | LANSDALE PA | 109 | $6.0M | $466K |
| 6 | LONG ISLAND MINIMALLY INVASIVE SURGERY, P.C. NYBG RETIREMENT PLAN | ROSLYN HEIGHTS NY | 430 | $16.0M | $269K |
| 7 | ABSOLUTE BUSINESS SOLUTIONS INCORPORATED ABSOLUTE BUSINESS SOLUTIONS 401(K) PROFIT SHARING PLAN | MCLEAN VA | 67 | $13.6M | $167K |
| 8 | AFINITI INC. AFINITI 401(K) PLAN | WASHINGTON DC | 213 | $19.5M | $126K |
| 9 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $49K |
