Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group Windsor II Fund Admiral Shares in their Schedule of Assets, totaling $91.1M 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 | ERM NA HOLDINGS CORP ERM - US SALARY DEFERRAL PLAN | MALVERN PA | 2,355 | $715.4M | $49.2M |
| 2 | FOX ROTHSCHILD LLP FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 1,718 | $756.0M | $41.3M |
| 3 | DUTCH-AMERICAN FOODS, INC. DUTCH-AMERICAN FOODS, INC. 401(K) PLAN |
BEECHER IL |
| 209 |
| $9.9M |
| $670K |
