Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Wellington Admiral in their Schedule of Assets, totaling $5.3M 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 | ERLANGER HEALTH SYSTEM ERLANGER HEALTH 401(A) RETIREMENT SAVINGS PLAN | CHATTANOOGA TN | 5,963 | $147.6M | $3.5M |
| 2 | TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 570 | $38.9M | $1.9M |