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 Mutual fund N/A in their Schedule of Assets, totaling $3.7M 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 | PRESRITE CORPORATION PRESRITE CORPORATION 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN | CLEVELAND OH | 350 | $30.3M | $1.5M |
| 2 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $1.2M |
| 3 | TRANS-SYSTEM, INC. |
SPOKANE WA |
| 722 |
| $21.9M |
| $626K |
| 4 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $369K |
| 5 | YOUNG CHEVROLET COMPANY YOUNG AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | LAYTON UT | 1,234 | $38.9M | $23K |
