Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard Wellington Fund Admiral Shares # in their Schedule of Assets, totaling $79.8M 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 | HYSTER-YALE MATERIALS HANDLING, INC. THE HYSTER-YALE MATERIALS HANDLING, INC. PROFIT SHARING RETIREMENT PLAN | CLEVELAND OH | 3,467 | $966.6M | $45.6M |
| 2 | SOTHEBY'S, INC. SOTHEBY'S, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 814 | $248.5M | $16.1M |
| 3 | HAMILTON BEACH BRANDS, INC. |
GLENN ALLEN VA |
| 549 |
| $201.9M |
| $12.6M |
| 4 | CENTRAL STATES HEALTH & LIFE CO. OF OMAHA CENTRAL STATES HEALTH & LIFE CO. OF OMAHA PROGRESS SHARING & SAVINGS PLAN | OMAHA NE | 86 | $52.1M | $5.5M |
