Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding The Variable Annuity Life Insurance Company Vanguard Wellington Fund, Inc in their Schedule of Assets, totaling $4.6M 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 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $3.5M |
| 2 | PROJECT OPEN HAND PROJECT OPEN HAND RETIREMENT PLAN | SAN FRANCISCO CA | 140 | $5.7M | $717K |
| 3 | LYRASIS LYRASIS PA 403(B) DC PLAN |
ATLANTA GA |
| 95 |
| $22.8M |
| $253K |
| 4 | THE LOS ANGELES FREE CLINIC D/B/A SABAN COMMUNITY CLINIC SABAN COMMUNITY CLINIC 403(B) EMPLOYER RETIREMENT PLAN | LOS ANGELES CA | 431 | $20.7M | $49K |
