Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Fiduciary Trust Company Vanguard Wellington Fund, Admiral Shares in their Schedule of Assets, totaling $61.9M 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 | AAR CORP. AAR CORP. RETIREMENT SAVINGS PLAN | WOOD DALE IL | 4,137 | $557.3M | $37.2M |
| 2 | FREESE AND NICHOLS, INC. THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FREESE AND NICHOLS, INC. | FORT WORTH TX | 1,261 | $274.6M | $10.4M |
| 3 | POST & SCHELL, P.C. POST & SCHELL, P.C. PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 276 |
| $160.9M |
| $9.4M |
| 4 | TRUSTED MEDIA BRANDS, INC. THE 401(K) PARTNERSHIP OF TRUSTED MEDIA BRANDS, INC. | NEW YORK NY | 313 | $142.4M | $4.3M |
| 5 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $599K |
