Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Washington Mutual Investment Fund Mutual Fund in their Schedule of Assets, totaling $760K 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 | ELIOT COMMUNITY HUMAN SERVICES, INC. ELIOT COMMUNITY HUMAN SERVICES, INC. 401(K) PLAN | LEXINGTON MA | 1,999 | $41.0M | $391K |
| 2 | KESSLER, TOPAZ, MELTZER & CHECK, LLP KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN | RADNOR PA | 187 | $58.4M | $369K |
