Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Washington Mutual Investors Mutual funds in their Schedule of Assets, totaling $2.0M 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 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $2.0M |
