Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 72 U.S. retirement plans report holding American Funds Washington Mutual Fund - in their Schedule of Assets, totaling $251.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $75.6M |
| 2 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $30.0M |
| 3 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN |
DETROIT MI |
| 1,547 |
| $335.3M |
| $20.6M |
| 4 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $13.4M |
| 5 | SKYWARD, INC. SKYWARD, INC. 401(K) PLAN | STEVENS POINT WI | 718 | $106.5M | $13.0M |
| 6 | DUCKS UNLIMITED, INC. DUCKS UNLIMITED, INC. 401(K) PLAN | MEMPHIS TN | 835 | $185.5M | $12.4M |
| 7 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $6.5M |
| 8 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $5.9M |
| 9 | DECHERT LLP DECHERT LLP SALARY SAVINGS PLAN | PHILADELPHIA PA | 1,286 | $442.2M | $4.9M |
| 10 | MULTIQUIP INC. MULTIQUIP INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CYPRESS CA | 598 | $66.6M | $4.9M |
