Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Washington Mutual Fund in their Schedule of Assets, totaling $50.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN | SAN JOSE CA | 4,074 | $490.0M | $34.9M |
| 2 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $5.9M |
| 3 | SPRAYING SYSTEMS CO |
WHEATON IL |
| 1,161 |
| $255.1M |
| $5.0M |
| 4 | WOOD-FRUITTICHER GROCERY COMPANY, INC WOOD-FRUITTICHER GROCERY COMPANY, INC PROFIT SHARING & 401(K) PLAN | BIRMINGHAM AL | 363 | $46.2M | $2.9M |
| 5 | BOARD OF TRUSTEES, SHEET METAL WORKERS' LOCAL 206 SHEET METAL WORKERS' LOCAL 206 SECTION 401(A) PLAN | SAN JOSE CA | 1,260 | $55.5M | $1.1M |
| 6 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN FOR PRODUCTION EMPLOYEES | BREA CA | 734 | $16.2M | $169K |
