Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vang Wellington Adm Mutual Fund in their Schedule of Assets, totaling $21.5M 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 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | LAS VEGAS NV | 819 | $254.9M | $11.3M |
| 2 | GLACIER NORTHWEST, INC. CALPORTLAND MONEY PURCHASE PENSION PLAN FOR HOURLY EMPLOYEES | LAS VEGAS CA | 817 | $56.2M | $2.9M |
| 3 | BOYS ELECTRICAL CONTRACTORS, LLC |
MELBOURNE FL |
| 185 |
| $5.0M |
| $2.7M |
| 4 | CALPORTLAND COMPANY CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 789 | $56.2M | $2.7M |
| 5 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES | LAS VEGAS NV | 1,784 | $75.3M | $1.8M |
| 6 | CALPORTLAND CONSTRUCTION CALPORTLAND CONSTRUCTION HOURLY EMPLOYEES PROFIT SHARING PLAN | LAS VEGAS NV | 87 | $15.1M | $215K |
| 7 | SECURUS TECHNOLOGIES, LLC AVENTIV TECHNOLOGIES 401(K) SAVINGS PLAN | PLANO TX | 1,447 | $125.0M | $2K |
