Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln Financial Group American Funds Washington Mutual Investors in their Schedule of Assets, totaling $261K 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 | UPPER BAY COUNSELING AND SUPPORT SERVICES, INC. UPPER BAY 403(B) PLAN | ELKTON MD | 107 | $6.1M | $261K |
