Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 122 U.S. retirement plans report holding American Funds Washington Mutual Investors Fund ^ in their Schedule of Assets, totaling $282.3M 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 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $30.0M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $24.0M |
| 3 | MCCOMBS HFC, LTD. DBA RED MCCOMBS FORD MCCOMBS AUTOMOTIVE GROUP EMPLOYEE CAPITAL ACCMULATION PLAN |
SAN ANTONIO TX |
| 780 |
| $63.6M |
| $23.1M |
| 4 | SARATOGA HOSPITAL RETIREMENT PLAN OF SARATOGA HOSPITAL | SARATOGA SPRINGS NY | 3,219 | $367.6M | $22.3M |
| 5 | ST LUKE'S HOSPITAL OF DULUTH ST. LUKE'S HOSPITAL OF DULUTH SAVINGS PLAN | DULUTH MN | 3,095 | $422.9M | $20.3M |
| 6 | ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES ABBOTT PUERTO RICO RETIREMENT PLAN | ABBOTT PARK IL | 354 | $102.3M | $19.5M |
| 7 | NEBCO, INC. PROFIT SHARING AND 401(K) PLAN OF NEBCO, INC. | LINCOLN NE | 813 | $105.2M | $10.0M |
| 8 | MOTLEY RICE LLC MOTLEY RICE LLC EMPLOYEE RETIREMENT SAVINGS PLAN | MT. PLEASANT SC | 340 | $118.8M | $9.2M |
| 9 | HANSEL ENTERPRISES, INC. HANSEL DEALERSHIPS' GROUP SALARY SAVINGS PLAN | PETALUMA CA | 494 | $46.9M | $7.9M |
| 10 | SUFFOLK UNIVERSITY SUFFOLK UNIVERSITY EMPLOYEE RETIREMENT PLAN | BOSTON MA | 1,700 | $531.2M | $7.4M |
