Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group Vanguard Windsor II Fund in their Schedule of Assets, totaling $3.6M 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 | RETINOVITREOUS ASSOCIATES, LTD. RETINOVITREOUS ASSOCIATES LTD. 401K PROFIT SHARING PLAN | PLYMOUTH MEETING PA | 419 | $43.4M | $1.7M |
| 2 | TOTES ISOTONER CORPORATION TOTES ISOTONER CORPORATION RETIREMENT SAVINGS PLAN | CINCINNATI OH | 137 | $39.2M | $1.4M |
| 3 | BURNHAM HOLDINGS, INC. |
LANCASTER PA |
| 467 |
| $67.0M |
| $492K |
| 4 | BURNHAM HOLDINGS, INC. BURNHAM HOLDINGS, INC. SAVINGS PLAN B | LANCASTER PA | 411 | $13.5M | $3K |
