Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Washington Mutual Investor in their Schedule of Assets, totaling $4.2M 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 | LAWRENCE TECHNOLOGICAL UNIVERSITY LAWRENCE TECHNOLOGICAL UNIVERSITY DC RETIREMENT PLAN | SOUTHFIELD MI | 452 | $99.7M | $3.1M |
| 2 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES | DURANT OK | 1,858 | $363.2M | $1.1M |
