Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Vanguard Wellington Fund - in their Schedule of Assets, totaling $74.3M 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 | MILLERKNOLL, INC. MILLERKNOLL RETIREMENT PLAN | ZEELAND MI | 7,001 | $1.4B | $47.9M |
| 2 | SPEND LIFE WISELY COMPANY, INC. SPEND LIFE WISELY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) FEATURES | DURANT OK | 1,858 | $363.2M | $23.0M |
| 3 | NIXON & VANDERHYE, P.C. |
ARLINGTON VA |
| 100 |
| $85.2M |
| $3.4M |
