Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Washington Mutual Investment Fund in their Schedule of Assets, totaling $18.2M 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 | CONNECTICUT ON-LINE COMPUTER CENTER INC. CONNECTICUT ON-LINE COMPUTER CENTER 401(K) PLAN | SOUTHINGTON CT | 710 | $154.1M | $10.8M |
| 2 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $4.1M |
| 3 | CUMBERLAND VALLEY NATIONAL BANK |
LONDON KY |
| 144 |
| $16.9M |
| $1.7M |
| 4 | PHILLIPS CORPORATION THE PHILLIPS CORPORATION RETIREMENT PLAN | HANOVER MD | 330 | $36.8M | $951K |
| 5 | INCREMEDICAL, LLC INCREMEDICAL, LLC 401(K) PLAN | ST. JOHN IN | 11 | $7.9M | $458K |
| 6 | POLYFAB LLC POLYFAB LLC EMPLOYEES PROFIT SHARING PLAN | SHEBOYGAN WI | 111 | $8.3M | $155K |
| 7 | DOVEX CORPORATION DOVEX CORPORATION 401(K) PLAN | WENATCHEE WA | 501 | $4.3M | $55K |
