Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding (CL) Vanguard Wellington Admiral Vanguard 0 in their Schedule of Assets, totaling $6.9M 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 | SOBI, INC SOBI, INC 401(K) RETIREMENT PLAN | WALTHAM MA | 467 | $94.8M | $2.5M |
| 2 | EAGLE ROCK DISTRIBUTING COMPANY EAGLE ROCK DISTRIBUTING COMPANY 401(K) PROFIT SHARING PLAN | NORCROSS GA | 671 | $59.1M | $2.2M |
| 3 | LUCIFER LIGHTING COMPANY LUCIFER LIGHTING COMPANY 401(K) SAFE HARBOR |
SAN ANTONIO TX |
| 136 |
| $6.1M |
| $786K |
| 4 | ISPA TECHNOLOGY, LLC ISPA TECHNOLOGY, LLC 401(K) PLAN | LITHIA FL | 97 | $14.8M | $764K |
| 5 | SPARTAN ORGANIZATION, INC. 401K PLAN FOR THE KAPPA GROUP OF COMPANIES | FT. WASHINGTON PA | 65 | $16.7M | $342K |
| 6 | ALPHASIX LLC ALPHASIX LLC 401(K) & PS PLAN | DULLES VA | 101 | $11.4M | $312K |
