Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds Washington Mutual R6 Registered investment company in their Schedule of Assets, totaling $53.2M 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 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $20.6M |
| 2 | INVENERGY LLC INVENERGY LLC 401(K) PLAN | CHICAGO IL | 2,212 | $240.3M | $7.3M |
| 3 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN |
SANTA FE SPRINGS CA |
| 166 |
| $80.3M |
| $5.1M |
| 4 | GELMAN, ROSENBERG & FREEDMAN, PC GELMAN, ROSENBERG & FREEDMAN, PC PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 182 | $36.5M | $2.9M |
| 5 | PROVIDENCE MUTUAL FIRE INSURANCE COMPANY PROVIDENCE MUTUAL FIRE INSURANCE COMPANY PROFIT SHARING & 401(K) SAVINGS PLAN | WARWICK RI | 85 | $25.1M | $2.6M |
| 6 | PARK FINANCIAL GROUP, INC. PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 149 | $22.7M | $1.9M |
| 7 | EXCHANGE BANK EXCHANGE BANK SAVINGS AND PROFIT SHARING PLAN | SANTA ROSA CA | 354 | $107.7M | $1.6M |
| 8 | SCHUCHART CORPORATION SCHUCHART CORPORATION 401(K) PLAN | SEATTLE WA | 77 | $17.3M | $1.5M |
| 9 | HARBOR LINX, INC. HARBOR LINX, INC. 401K PLAN | ALAMEDA CA | 166 | $38.5M | $1.4M |
| 10 | ERA LIVING, LLC ERA LIVING, LLC 401(K) PLAN | SEATTLE WA | 648 | $33.3M | $1.2M |
