Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Wellington Fund Investor Shares in their Schedule of Assets, totaling $8.3M 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 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN | ROLLING MEADOWS IL | 305 | $76.3M | $4.9M |
| 2 | INGERSOLL CUTTING TOOL COMPANY, INC. INGERSOLL CUTTING TOOL 401(K) PLAN | ROCKFORD IL | 302 | $113.5M | $3.3M |
| 3 | RTC INDUSTRIES, INC. RTC RETIREMENT PLAN FOR UNION ASSOCIATES |
ROLLING MEADOWS IL |
| 122 |
| $6.0M |
| $121K |
