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. Windsor II Fund Admiral Shares in their Schedule of Assets, totaling $21.8M 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 | MCANDREWS, HELD & MALLOY, LTD. MCANDREWS, HELD & MALLOY, LTD. PROFIT SHARING PLAN | CHICAGO IL | 133 | $140.0M | $18.9M |
| 2 | EMEH, INC. CONSTRUCTION SPECIALTIES, INC. RET SAVINGS PLAN | LEBANON NJ | 853 | $117.9M | $2.6M |
| 3 | FAMILY HEALTH CENTERS OF BALTIMORE, INC. |
BALTIMORE MD |
| 53 |
| $2.1M |
| $200K |
