Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Vanguard Group Wellington Fund Investor Shares in their Schedule of Assets, totaling $16.3M 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 | IREX SERVICES LLC IREX SERVICES LLC EMPLOYEE SAVINGS INCENTIVE PLAN | LANCASTER PA | 283 | $84.0M | $10.8M |
| 2 | CONNECTICARE CAPITAL, LLC THE CONNECTICARE SAVINGS AND INVESTMENT PLAN | FARMINGTON CT | 472 | $147.3M | $5.5M |
