Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Vanguard Group Wellington Fund in their Schedule of Assets, totaling $17.8M 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 | WILLIAMS LEA LLC WILLIAMS LEA LLC 401(K) SAVINGS PLAN | WHEELING WV | 1,172 | $164.9M | $10.2M |
| 2 | BUSCH CONSOLIDATED, INC. BUSCH CONSOLIDATED, INC. RETIREMENT SAVINGS PLAN & TRUST | VIRGINIA BEACH VA | 530 | $62.5M | $4.1M |
| 3 | ADVANCE AMERICA CASH ADVANCE CENTERS INC |
GREENVILLE SC |
| 2,506 |
| $39.7M |
| $2.0M |
| 4 | AMERISERV FINANCIAL AMERISERV FINANCIAL PENSION PLAN | JOHNSTOWN PA | 110 | $62.5M | $1.6M |
