Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 135 U.S. retirement plans report holding American Funds Washington Mutual R6 - in their Schedule of Assets, totaling $165.3M 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 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $11.9M |
| 2 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $9.1M |
| 3 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
CONCORD NH |
| 318 |
| $103.4M |
| $8.5M |
| 4 | LOGICAL SYSTEMS, LLC LOGICAL SYSTEMS 401(K) PLAN | MEMPHIS TN | 304 | $73.6M | $6.8M |
| 5 | ERDMAN, ANTHONY HOLDING COMPANY, INC. ERDMAN, ANTHONY HOLDING COMPANY, INC. 401(K) PLAN | ROCHESTER NY | 252 | $64.3M | $6.4M |
| 6 | OPTION CARE HEALTH, INC. OPTION CARE HEALTH 401(K) PLAN | BANNOCKBURN IL | 7,984 | $412.6M | $6.0M |
| 7 | MOSAIC HEALTH SYSTEM MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN | ST. JOSEPH MO | 4,771 | $453.2M | $5.2M |
| 8 | WIGHTMAN & ASSOCIATES, INC. WIGHTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BENTON HARBOR MI | 206 | $30.3M | $4.7M |
| 9 | WALTERS & WOLF GLASS COMPANY WALTERS & WOLF RETIREMENT PLAN | FREMONT CA | 316 | $123.4M | $3.8M |
| 10 | SAPP BROS., INC. SAPP BROS., INC. RETIREMENT PLAN | OMAHA NE | 884 | $30.5M | $3.1M |
