Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 555 U.S. retirement plans report holding a Wellington fund in their Schedule of Assets, totaling $23.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Wellington position |
|---|---|---|---|---|---|
| 1 | SAP AMERICA, INC. SAP AMERICA, INC. 401(K) PLAN | NEWTOWN SQUARE PA | 16,587 | $8.1B | $1.6B |
| 2 | WELLINGTON MANAGEMENT COMPANY LLP WELLINGTON RETIREMENT AND PENSION PLAN | BOSTON MA | 2,072 | $3.2B | $1.3B |
| 3 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN |
ISSAQUAH WA |
| 212,976 |
| $41.0B |
| $1.1B |
| 4 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $1.0B |
| 5 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $780.0M |
| 6 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $688.8M |
| 7 | BURLINGTON NORTHERN SANTA FE LLC/BNSF RAILWAY COMPANY BNSF 401(K) PLANS MASTER TRUST | FORT WORTH TX | — | $7.2B | $605.2M |
| 8 | DELTA AIR LINES, INC THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA | ATLANTA GA | — | $37.3B | $578.3M |
| 9 | AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN | ROSELAND NJ | 34,516 | $7.3B | $490.4M |
| 10 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $476.2M |
