Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMERICAN WASHINGTON MUTUAL FUNDS in their Schedule of Assets, totaling $21.1M 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 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN | NORFOLK VA | 209 | $195.6M | $4.6M |
| 2 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN | HOUSTON TX | 565 | $74.5M | $4.3M |
| 3 | CANCER PARTNERS OF NEBRASKA, P.C. |
LINCOLN NE |
| 187 |
| $32.8M |
| $3.1M |
| 4 | WILLIAMS INDUSTRIES, INC. WILLIAMS INDUSTRIES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MANASSAS VA | 133 | $10.5M | $3.1M |
| 5 | WILLIAMS STEEL ERECTION CO., INC. MONEY PURCHASE PLAN AS ADOPTED BY WILLIAMS STEEL ERECTION CO., INC. | MANASSAS VA | 67 | $3.7M | $3.1M |
| 6 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $2.1M |
| 7 | NUMERIX LLC NUMERIX LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $22.5M | $709K |
