Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund-R5E in their Schedule of Assets, totaling $8.7M 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 | ANALYTIC SERVICES INC. ANALYTIC SERVICES INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 548 | $226.1M | $7.0M |
| 2 | CENTRAL CABLE CONTRACTORS, INC. CENTRAL CABLE CONTRACTORS, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | WAUPUN WI | 141 | $22.7M | $1.3M |
| 3 | STRATA ONCOLOGY, INC. |
NORTHVILLE MI |
| 32 |
| $4.5M |
| $229K |
| 4 | MISSOURI STAR QUILT COMPANY MISSOURI STAR QUILT COMPANY 401(K) PLAN | HAMILTON MO | 292 | $5.6M | $158K |
| 5 | ULE GROUP CORP. ULE GROUP CORP. 401(K) PROFIT SHARING PLAN | HAUPPAUGE NY | 102 | $3.0M | $2K |
