Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Washington Mutual Investors Mutual fund in their Schedule of Assets, totaling $41.8M 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 | PEMCO MUTUAL INSURANCE COMPANY PEMCO 401(K) PLAN | SEATTLE WA | 453 | $260.4M | $18.2M |
| 2 | INDEPENDENT STAVE COMPANY, LLC INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN | LEBANON MO | 2,307 | $112.9M | $15.9M |
| 3 | PLAZA HOME MORTGAGE, INC. PLAZA HOME MORTGAGE, INC. 401(K) PLAN |
SAN DIEGO CA |
| 436 |
| $44.1M |
| $2.4M |
| 4 | CARDINAL SCALE MANUFACTURING CO. CARDINAL SCALE MANUFACTURING COMPANY 401(K) PLAN | WEBB CITY MO | 255 | $15.5M | $1.7M |
| 5 | BOREALIS COMPOUNDS, INC. BOREALIS COMPOUNDS, INC. SAVINGS PLAN | PORT MURRAY NJ | 239 | $30.7M | $1.3M |
| 6 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $689K |
| 7 | J.R. GROUP, INC. J.R. GROUP, INC. 401(K) PLAN | MT. LAUREL NJ | 162 | $21.8M | $507K |
| 8 | NORTHERN COUNTIES HEALTH CARE, INC. NORTHERN COUNTIES HEALTH CARE RETIREMENT PLAN | ST JOHNSBURY VT | 325 | $23.5M | $364K |
| 9 | FOR BARE FEET, LLC FOR BARE FEET, LLC. 401(K) PLAN | MARTINSVILLE IN | 164 | $2.3M | $285K |
| 10 | COPELAND, COOK, TAYLOR AND BUSH, P.A. COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN | RIDGELAND MS | 61 | $19.3M | $212K |
