Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vangrd Wellesley Inc Fnd Adm Registered Investment Company in their Schedule of Assets, totaling $8.1M 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 | THE ROCKEFELLER FOUNDATION THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | NEW YORK NY | 197 | $118.9M | $2.7M |
| 2 | AVITA MEDICAL AMERICAS LLC AVITA MEDICAL AMERICAS LLC 401(K) PROFIT SHARING PLAN AND TRUST | VALENCIA CA | 252 | $20.6M | $1.9M |
| 3 | VIRGINIA EAGLE DISTRIBUTING CO., LLC |
VERONA VA |
| 403 |
| $33.9M |
| $1.1M |
| 4 | SCANTIBODIES LABORATORY, INC SCANTIBODIES LABORATORY, INC 401(K) PROFIT SHARING PLAN | SANTEE CA | 95 | $23.9M | $520K |
| 5 | WOODLAND FOODS, LTD WOODLAND FOODS 401(K) PLAN | WAUKEGAN IL | 342 | $14.6M | $328K |
| 6 | FOOD FOR THE POOR, INC. FOOD FOR THE POOR 403B PLAN | COCONUT CREEK FL | 283 | $26.1M | $293K |
| 7 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $247K |
| 8 | QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA NC | 645 | $39.4M | $222K |
| 9 | FAIRLEAD INTEGRATED, LLC FAIRLEAD INTEGRATED, LLC 401(K) PLAN | PORTSMOUTH VA | 449 | $29.4M | $218K |
| 10 | VROOM AUTOMOTIVE FINANCE CORP. VROOM AUTOMOTIVE FINANCE CORPORATION 401(K) PLAN | NEWPORT BEACH CA | 523 | $29.2M | $161K |
