Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Washington Mutual R4 " in their Schedule of Assets, totaling $20.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL MANAGEMENT CORP. INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN | BOSTON MA | 124 | $42.9M | $6.4M |
| 2 | BASIC COMMERCE & INDUSTRIES, INC. BCI, INC. 401(K) PROFIT SHARING PLAN | MOORESTOWN NJ | 181 | $61.8M | $6.1M |
| 3 | YAKIMA VALLEY FARM WORKERS CLINIC |
YAKIMA WA |
| 1,930 |
| $46.9M |
| $3.2M |
| 4 | FERNCO, INC. COOPER COMPANIES, INC. 401(K) PROFIT SHARING PLAN | DAVISON MI | 270 | $41.6M | $2.8M |
| 5 | STI HOLDING COMPANY, INC. DBA STI GROUP STI GROUP 401(K) PLAN | BRIDGE CITY TX | 1,710 | $14.3M | $585K |
| 6 | CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN | HUNTERSVILLE NC | 144 | $38.3M | $563K |
| 7 | BRIDGESTONE HOSEPOWER, L.L.C. BRIDGESTONE HOSEPOWER, L.L.C. RETIREMENT SAVINGS PLAN | ORANGE PARK FL | 671 | $28.6M | $408K |
| 8 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $332K |
| 9 | TEECOM TEECOM 401(K) PLAN | SAN FRANCISCO CA | 131 | $28.3M | $203K |
| 10 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA NC | 129 | $27.6M | $119K |
