Funds holding American Funds Insurance Series - Washington Mutual Investors Fund
ISIN US0303726923 · United States · LEI 5493006ZFTN01BKM5294
- Fund holders
- 7
- Of which ETFs
- 0 7 other funds
- Value held
- 4.9B $
This issuer has other securities : AFIS Growth Fund (US0303724035), AFIS Growth-Income Fund (US0303723045), American Funds Insurance Series - Asset Allocation Fund (US0303726014), American Funds Insurance Series - Global Growth Fund (US0303728820), International Fund/VIT (US0303727004), American Funds Insurance Series - New World Fund (US0303728663), AMERICAN FUNDS INSURANCE - CAPITAL INCOME BUILDER (VICIB) (US02630E5906), American Funds Insurance Series (US0303728747), American Funds Insurance Series - Capital World Bond Fund (US0303725776), American Funds Insurance Series (US0303725024)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| JNL/American Funds Washington Mutual Investors Fund JNL Series Trust | 229,249,344 | 4B $ | 100.07 % | as of Mar 31, 2026 ↗ |
| American Funds Balanced Allocation Portfolio Brighthouse Funds Trust I | 17,358,906 | 305.9M $ | 8.08 % | as of Mar 31, 2026 ↗ |
| American Funds Aggressive Allocation Portfolio Brighthouse Funds Trust I | 15,664,668 | 276M $ | 10.12 % | as of Mar 31, 2026 ↗ |
| American Funds Moderate Allocation Portfolio Brighthouse Funds Trust I | 8,247,795 | 145.3M $ | 8.00 % | as of Mar 31, 2026 ↗ |
| Portfolio Series - American Funds Growth and Income Portfolio AMERICAN FUNDS INSURANCE SERIES | 2,401,498 | 42.3M $ | 10.01 % | as of Mar 31, 2026 ↗ |
| MML American Funds Core Allocation Fund MML SERIES INVESTMENT FUND | 2,202,113 | 38.8M $ | 7.56 % | as of Mar 31, 2026 ↗ |
| Global Atlantic American Funds Managed Risk Portfolio Forethought Variable Insurance Trust | 947,192 | 16.7M $ | 12.98 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| JNL/American Funds Washington Mutual Investors Fund JNL Series Trust | 100.07 % | as of Mar 31, 2026 ↗ |
| Global Atlantic American Funds Managed Risk Portfolio Forethought Variable Insurance Trust | 12.98 % | as of Mar 31, 2026 ↗ |
| American Funds Aggressive Allocation Portfolio Brighthouse Funds Trust I | 10.12 % | as of Mar 31, 2026 ↗ |
| Portfolio Series - American Funds Growth and Income Portfolio AMERICAN FUNDS INSURANCE SERIES | 10.01 % | as of Mar 31, 2026 ↗ |
| American Funds Balanced Allocation Portfolio Brighthouse Funds Trust I | 8.08 % | as of Mar 31, 2026 ↗ |
| American Funds Moderate Allocation Portfolio Brighthouse Funds Trust I | 8.00 % | as of Mar 31, 2026 ↗ |
| MML American Funds Core Allocation Fund MML SERIES INVESTMENT FUND | 7.56 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 7 | 0 | 276,071,516 | -2.4 % |
| 2026Q1 | 7 | 0 | 282,806,115 | -4.1 % |
| 2025Q4 | 7 | 0 | 294,919,730 | -2.6 % |
| 2025Q3 | 7 | 0 | 302,775,354 | +5.5 % |
| 2025Q2 | 7 | 0 | 287,002,866 | -3.0 % |
| 2025Q1 | 7 | 0 | 296,012,913 | -2.0 % |
| 2024Q4 | 7 | 0 | 301,949,700 | -3.6 % |
| 2024Q3 | 7 | 0 | 313,347,986 | -2.3 % |
| 2024Q2 | 7 | 0 | 320,640,410 | -2.7 % |
| 2024Q1 | 7 | 0 | 329,469,210 | -1.1 % |
| 2023Q4 | 7 | 332,983,077 |
Cite this page
Titelia. "Funds holding American Funds Insurance Series - Washington Mutual Investors Fund". https://titelia.com/en/stocks/american-funds-insurance-series-washington-mutual-investors--US0303726923