Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American Funds Washington mutual investors in their Schedule of Assets, totaling $47.3M 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 | WADE TRIM GROUP, INC. WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN | DETROIT MI | 700 | $87.0M | $7.2M |
| 2 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN | CHICAGO IL | 1,401 | $136.7M | $4.2M |
| 3 | ROMANO CHRYSLER, JEEP, INC. ROMANO AUTO NETWORK 401(K) PLAN |
FAYETTEVILLE NY |
| 337 |
| $22.2M |
| $3.9M |
| 4 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $3.6M |
| 5 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $3.4M |
| 6 | REGAL, BUICK, CAVALRY, CHRYSLER, PLYMOUTH, INC. ROMANO AUTO NETWORK 401(K) PLAN | EAST SYRACUSE NY | 302 | $19.8M | $3.2M |
| 7 | SHADY MAPLE FARM MARKET, INC. SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLAN | EAST EARL PA | 527 | $16.8M | $2.9M |
| 8 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $1.8M |
| 9 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $1.8M |
| 10 | DENTAL HEALTH PRODUCTS, INC. DENTAL HEALTH PRODUCTS, INC. 401(K) P/S PLAN | NEW FRANKEN WI | 187 | $16.4M | $1.7M |
