Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Bank & Trust Washington Mutual Investors Fund in their Schedule of Assets, totaling $157K 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 | HEARTLAND CAPITAL INVESTMENTS, LLC INTEGRITY FUND 401(K) PLAN | MAYFIELD KY | 223 | $1.4M | $111K |
| 2 | IWIS-DAIDO, LLC IWIS-DAIDO, LLC SAFE HARBOR 401(K) PLAN | MURRAY KY | 78 | $1.7M | $45K |
