Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Washington Mutual Fund Mutual fund in their Schedule of Assets, totaling $607.5M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $587.8M |
| 2 | CARLSON, BARBEE & GIBSON, INC. CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN | SAN RAMON CA | 116 | $31.3M | $3.5M |
| 3 | TRI-CITY CARDIOLOGY CONSULTANTS, P.C. |
MESA AZ |
| 292 |
| $44.9M |
| $2.9M |
| 4 | COUPA SOFTWARE, INC. COUPA SOFTWARE, INC. RETIREMENT TRUST | FOSTER CITY CA | 1,202 | $215.1M | $2.8M |
| 5 | THE ECONOMIST NEWSPAPER GROUP INCORPORATED THE ECONOMIST GROUP 401(K) PLAN | NEW YORK NY | 131 | $49.7M | $2.4M |
| 6 | CLARE ROSE, INC. CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | EAST YAPHANK NY | 136 | $22.5M | $1.8M |
| 7 | LINDSAY CONCRETE PRODUCTS CO, INC. LINDSAY/SOUTHERN/FIREBAUGH/STAY RIGHT PRECAST 401(K) PS PLAN | CANAL FULTON OH | 257 | $18.3M | $1.8M |
| 8 | LYONS MAGNUS, LLC LYONS MAGNUS EMPLOYEES' RETIREMENT SAVINGS PLAN | FRESNO CA | 898 | $54.0M | $946K |
| 9 | DES ARCHITECTS + ENGINEERS DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 67 | $59.6M | $937K |
| 10 | T-N-T CRANE & RIGGING, INC. T-N-T CRANE & RIGGING, INC. 401(K) PLAN | HOUSTON TX | 1,004 | $29.1M | $907K |
