Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Washington Mutual Investors Fund; Class R6 in their Schedule of Assets, totaling $9.7M 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 | THE BERNICK COMPANIES THE BERNICK COMPANIES PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 668 | $64.3M | $3.4M |
| 2 | MOSELEY ARCHITECTS, P.C. MOSELEY ARCHITECTS, P.C. 401(K) PLAN | RICHMOND VA | 337 | $76.5M | $2.7M |
| 3 | THE CALIFORNIA ENDOWMENT THE CALIFORNIA ENDOWMENT 401(K) |
LOS ANGELES CA |
| 155 |
| $63.3M |
| $1.9M |
| 4 | MID PENN BANK MID PENN BANK RETIREMENT PLAN | MILLERSBURG PA | 605 | $51.9M | $1.2M |
| 5 | INTRA CORPORATION INTRA CORPORATION 401(K) SAVINGS PLAN | WESTLAND MI | 179 | $18.6M | $244K |
| 6 | VISTA TECHNOLOGY SERVICES, INC. VISTA TECHNOLOGY SERVICES, INC. 401(K) PLAN | ARLINGTON VA | 143 | $14.6M | $200K |
