Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Washington Mutual Fund R6 Registered Investment Company in their Schedule of Assets, totaling $87.7M 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 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $31.3M |
| 2 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,186 | $492.2M | $28.9M |
| 3 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO |
| 3,334 |
| $1.0B |
| $27.6M |
