Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Washington Mutual Investors Fund in their Schedule of Assets, totaling $8.7M 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 | COOPER & SCULLY, P.C. COOPER & SCULLY, P.C. 401(K) PLAN | DALLAS TX | 60 | $26.9M | $5.3M |
| 2 | SOUTHEASTERN RETINA ASSOCIATES, PC SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN | KNOXVILLE TN | 241 | $37.3M | $3.3M |
| 3 | THE BALDWIN SCHOOL THE BALDWIN SCHOOL DEFINED CONTRIBUTION PLAN |
BRYN MAWR PA |
| 215 |
| $42.0M |
| $220K |
