Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Vanguard Wellington Admiral in their Schedule of Assets, totaling $4.1M 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 | OVIVO USA LLC OVIVO 401(K) PLAN | ROUND ROCK TX | 501 | $51.7M | $2.7M |
| 2 | AMPLIFY CREDIT UNION AMPLIFY CREDIT UNION 401(K) PLAN | AUSTIN TX | 210 | $24.2M | $680K |
| 3 | UNITED WAY OF GREATER ATLANTA, INC UNITED WAY OF GREATER ATLANTA 403(B) PLAN |
ATLANTA GA |
| 148 |
| $18.3M |
| $664K |