Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Vanguard Windsor II in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RENAISSANCE BEHAVIORAL HEALTH SYSTEM, INC. RENAISSANCE BEHAVIORAL HEALTH SYSTEM, INC. AND MENTAL HEALTH RESOURCE CENTER, INC. TAX DEFERRED ANNUITY SAVINGS PLAN | JACKSONVILLE FL | 455 | $21.6M | $1.1M |
| 2 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $109K |
| 3 |
ASHEVILLE NC |
| 217 |
| $9.0M |
| $3K |
