Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds American Funds Washington Mutual Investors Fund # in their Schedule of Assets, totaling $29.2M 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 | PELLA REGIONAL HEALTH CENTER PELLA REGIONAL HEALTH CENTER 401(K) PLAN | PELLA IA | 944 | $101.5M | $5.3M |
| 2 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $4.4M |
| 3 | STUDIO GANG ARCHITECTS, LTD. STUDIO GANG ARCHITECTS, LTD. EMPLOYEES' SAVINGS PLAN |
CHICAGO IL |
| 124 |
| $23.0M |
| $3.2M |
| 4 | BANK OF SPRINGFIELD BANK OF SPRINGFIELD 401(K) PROFIT SHARING PLAN | SPRINGFIELD IL | 302 | $38.2M | $2.2M |
| 5 | RHEINMETALL GROUP RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN | MARINETTE WI | 644 | $70.2M | $2.0M |
| 6 | PERFECTION SERVO HYDRAULICS, INC. PERFECTION SERVO HYDRAULICS, INC. 401(K) AND PROFIT SHARING PLAN | BATAVIA IL | 107 | $19.3M | $1.6M |
| 7 | BERTRAND CHAFFEE HOSPITAL, INC. BERTRAND CHAFFEE HOSPITAL 403 B RETIREMENT PLAN | SPRINGVILLE NY | 217 | $8.5M | $1.6M |
| 8 | KING RANCH, INCORPORATED KING RANCH, INC. 401(K) EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 961 | $63.5M | $1.2M |
| 9 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $962K |
| 10 | KOLBENSCHMIDT PISTONS USA LLC KOLBENSCHMIDT PISTONS USA LLC 401(K) RETIREMENT PLAN | MARINETTE WI | 175 | $29.3M | $805K |
