Thanks, got the file.
If I put Get Position and Debug Vector 3 on the Wait state, it prints (0,0,0) to the log. So Set Position seems to be working fine.
Which leads to the Raycast action. I wonder if there's some internal lag in Unity between the object position and the physics position... I tried switching Raycast to LateUpdate, but that didn't help. Very strange...
Will do some more digging...