Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Washington Mutual R4 American Funds 0 in their Schedule of Assets, totaling $10.9M 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 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $3.0M |
| 2 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $1.5M |
| 3 | JONES LUMBER COMPANY, INC |
LYNWOOD CA |
| 136 |
| $15.0M |
| $1.5M |
| 4 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST | UTICA NY | 2,499 | $23.7M | $1.5M |
| 5 | RED RIVER COMMODITIES, INC. 401(K) SAVINGS PLAN OF RED RIVER COMMODITIES | FARGO ND | 316 | $20.7M | $1.2M |
| 6 | RADIUS GLOBAL MARKETING RESEARCH LLC RADIUS GLOBAL MARKETING RESEARCH LLC 401(K) | NEW YORK NY | 215 | $21.5M | $1.2M |
| 7 | GALENA ASSOCIATES, LLC GALENA ASSOCIATES 401(K) PLAN | FARMINGTON CT | 1,100 | $15.9M | $561K |
| 8 | BADCOCK'S ECONOMY FURNITURE STORES, INC. BEFCO 401(K) | PALM BEACH GARDENS FL | 146 | $5.5M | $502K |
| 9 | UNITED HOMES GROUP, INC. UNITED HOMES GROUP 401(K) PLAN | CHAPIN SC | 192 | $6.1M | $68K |
| 10 | GREAT SOUTHERN HOMES, INC. GREAT SOUTHERN HOMES 401(K) PLAN | IRMO SC | 205 | $1.5M | $13K |
