Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund Mutual fund in their Schedule of Assets, totaling $156.4M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $120.7M |
| 2 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $5.3M |
| 3 | NEW ENGLAND BUSINESS TRUST NEW ENGLAND BUSINESS TRUST SECTION 401(K) PLAN |
BOSTON MA |
| 130 |
| $45.8M |
| $4.5M |
| 4 | INALFA ROOF SYSTEMS, INC. INALFA ROOF SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | AUBURN HILLS MI | 231 | $46.7M | $3.4M |
| 5 | TALCOTT RESOLUTION LIFE, INC. TALCOTT 401(K) PLAN | WINDSOR CT | 565 | $103.7M | $3.4M |
| 6 | QUALITY FOODS CORPORATION KUHN'S MARKET QUALITY FOODS CORPORATION EMPLOYEE PROFIT SHARING PLAN | PITTSBURGH PA | 396 | $10.3M | $3.1M |
| 7 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $2.6M |
| 8 | COGNIA, INC. COGNIA ERISA 403(B) PLAN | ALPHARETTA GA | 423 | $101.6M | $2.4M |
| 9 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN | ALBION NE | 408 | $12.6M | $1.4M |
| 10 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $1.0M |
