Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The American Funds American Fds Wshmut Inv R6 Fd in their Schedule of Assets, totaling $8.0M 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 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $6.6M |
| 2 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN | CHARLESTON MO | 171 | $17.0M | $750K |
| 3 | CNHI, LLC CNHI, LLC 401(K) PLAN |
| 565 |
| $64.2M |
| $267K |
| 4 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $147K |
| 5 | H.D. HUDSON MANUFACTURING COMPANY H.D. HUDSON MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN | LOWELL MI | 76 | $4.9M | $105K |
| 6 | POSITIVE IMPACT HEALTH CENTERS, INC. POSITIVE IMPACT HEALTH CENTERS, INC. 401(K) PLAN | ATLANTA GA | 283 | $11.1M | $99K |
| 7 | ODYSSEY MANAGEMENT SERVICES, INC. OMS 401(K) PLAN | HANOVER NH | 107 | $7.5M | $33K |
