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 Washington Mutual Investors Fund N/A in their Schedule of Assets, totaling $1.2M 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 | NEW MEXICO MUTUAL CASUALTY COMPANY NEW MEXICO MUTUAL 401(K) PLAN | ALBUQUERQUE NM | 146 | $26.7M | $1.1M |
| 2 | DAKOTA CONSULTING, INC. DAKOTA CONSULTING, INC 401(K) PLAN | POTOMAC MD | 4 | $7.4M | $143K |
| 3 | SUNDOWN M RANCH CORPORATION SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN |
SELAH WA |
| 115 |
| $3.9M |
| $8K |
