Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Vanguard Group Vanguard Wellington Fund Investor Shares in their Schedule of Assets, totaling $4.3M 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 | ASARCO LLC THE 401(K) SAVINGS PLAN FOR ELIGIBLE HOURLY-RATED EMPLOYEES OF ASARCO LLC | SAHUARITA AZ | 1,298 | $76.4M | $4.3M |
