Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 67 U.S. retirement plans report holding American Funds Washington Mutual Fund - in their Schedule of Assets, totaling $199.2M 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 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $75.6M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $20.6M |
| 3 | 899210-01 NEXTEP, INC. |
NORMAN OK |
| 16,913 |
| $566.4M |
| $13.4M |
| 4 | DUCKS UNLIMITED, INC. DUCKS UNLIMITED, INC. 401(K) PLAN | MEMPHIS TN | 835 | $185.5M | $12.4M |
| 5 | LINDT & SPRUNGLI (USA), INC. LINDT & SPRUNGLI (USA), INC. 401(K) PLAN | STRATHAM NH | 1,066 | $89.5M | $6.5M |
| 6 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $5.9M |
| 7 | DECHERT LLP DECHERT LLP SALARY SAVINGS PLAN | PHILADELPHIA PA | 1,286 | $442.2M | $4.9M |
| 8 | MULTIQUIP INC. MULTIQUIP INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CYPRESS CA | 598 | $66.6M | $4.9M |
| 9 | RADIOLOGY SERVICES, LLC RADIOLOGY SERVICES, LLC EMPLOYEE SAVINGS PLAN | WALLINGFORD CT | 492 | $59.9M | $3.8M |
| 10 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $3.6M |
