Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding VAN WELLINGTON FUND - INV in their Schedule of Assets, totaling $7.4M 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 | HIRATA CORPORATION OF AMERICA HIRATA CORPORATION OF AMERICA 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 76 | $16.7M | $2.1M |
| 2 | GLOBAL ADVANCED METALS USA, INC. GAM USA 401(K) PLAN | BOYERTOWN PA | 165 | $27.4M | $1.8M |
| 3 | ALPHA NET CONSULTING, LLC ALPHA NET CONSULTING, LLC 401(K) PLAN |
SANTA CLARA CA |
| 127 |
| $5.0M |
| $1.6M |
| 4 | SUPERIOR DAIRY, INC. SUPERIOR DAIRY, INC. DAIRY UNION EMPLOYEES 401(K) SAVINGS PLAN | CANTON OH | 234 | $10.6M | $837K |
| 5 | SUPERIOR DAIRY, INC. SUPERIOR DAIRY, INC. 401(K) SAVINGS PLAN & TRUST | CANTON OH | 66 | $10.4M | $463K |
| 6 | DIGITAL GUARDIAN, INC. DIGITAL GUARDIAN, INC. 401(K) RETIREMENT PLAN | WALTHAM MA | 0 | $2.7M | $158K |
| 7 | KINLEY CONSTUCTION GROUP, LTD KCG 401(K) PLAN | ARLINGTON TX | 277 | $12.4M | $157K |
| 8 | SENIOR LIFESTYLE CORPORATION SENIOR LIFESTYLE CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 5,024 | $33.2M | $153K |
| 9 | FORT WORTH CARRIER CORPORATION FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN | FORT WORTH TX | 157 | $15.9M | $94K |
| 10 | CAN CAPITAL INC. CAN CAPITAL, INC. 401(K) PLAN | MARIETTA GA | 57 | $7.8M | $9K |
