Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Washington Mutual Investors Fund in their Schedule of Assets, totaling $17.4M 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 | BIG LOTS, INC. BIG LOTS SAVINGS PLAN | COLUMBUS OH | 19,448 | $313.1M | $6.9M |
| 2 | MVHS, INC. MVHS, INC. 403(B) PLAN | UTICA NY | 3,562 | $196.6M | $4.5M |
| 3 | JASON GROUP INC. JASON EMPLOYEE SAVINGS & PROFIT SHARING PLAN | RICHMOND IN |
| 688 |
| $58.9M |
| $3.7M |
| 4 | OSBORN LLC OSBORN 401(K) PLAN | RICHMOND IN | 180 | $25.6M | $1.8M |
| 5 | HISTORIC TOURS OF AMERICA, INC H.T.A. CAST RETIREMENT PLAN | ST. AUGUSTINE FL | 853 | $19.0M | $407K |
| 6 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $78K |
