Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Wash Mutl Invs Fund # in their Schedule of Assets, totaling $7.0M 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 | HELIX ELECTRIC, INC. HELIX ELECTRIC, INC. 401(K) SAVINGS PLAN | SAN DIEGO CA | 2,589 | $179.2M | $5.1M |
| 2 | J.C. NEWMAN CIGAR COMPANY J.C. NEWMAN CIGAR EMPLOYEES SAVINGS PLAN | TAMPA FL | 173 | $23.3M | $1.3M |
| 3 | BARTON MINES CORPORATION THE BARTON GROUP 401(K) PLAN |
GLENS FALLS NY |
| 119 |
| $38.4M |
| $572K |
