Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Washington Mutual Investors - in their Schedule of Assets, totaling $11.5M 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 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $4.3M |
| 2 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN II | CORAL GABLES FL | 235 | $75.8M | $3.5M |
| 3 | VINTAGE WINE ESTATES VINTAGE WINE ESTATES 401(K) PLAN |
SANTA ROSA CA |
| 526 |
| $28.9M |
| $1.2M |
| 4 | REGAL MARINE INDUSTRIES, INC. REGAL MARINE 401(K) RETIREMENT PLAN | ORLANDO FL | 649 | $30.1M | $810K |
| 5 | ROGERS TOWERS, P.A. ROGERS TOWERS 401(K) PLAN | JACKSONVILLE FL | 117 | $52.2M | $683K |
| 6 | INTERNATIONAL FRESH PRODUCE ASSOCIATION INTERNATIONAL FRESH PRODUCE ASSOCIATION 401K PLAN | NEWARK DE | 95 | $29.2M | $574K |
| 7 | ROGERS TOWERS, P.A. ROGERS TOWERS 401(K) PLAN | JACKSONVILLE FL | 127 | $40.0M | $336K |
| 8 | AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION | AKRON OH | 360 | $2.9M | $144K |
