Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Washington Mutual R4 Registered investment company in their Schedule of Assets, totaling $1.2M 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 | NEPHROLOGY ASSOCIATES MEDICAL GROUP, INC. NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN | RIVERSIDE CA | 59 | $47.6M | $931K |
| 2 | ACT LLC ACT LLC 401(K) PLAN | SCOTTSDALE AZ | 55 | $11.0M | $172K |
| 3 | TAYLOR COMMUNITY TAYLOR COMMUNITY SAVINGS PLAN AND TRUST |
LACONIA NH |
| 249 |
| $6.8M |
| $135K |
