Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Wellington Fund in their Schedule of Assets, totaling $10.6M 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 | PREMIER BRANDS GROUP HOLDINGS LLC PREMIER BRANDS GROUP HOLDINGS LLC RETIREMENT PLAN | BRISTOL PA | 909 | $201.1M | $9.5M |
| 2 | PROFESSIONAL SOFTWARE ENGINEERING, INC. PROSOFT EMPLOYEE SAVINGS & PROTECTION PLAN | VIRGINIA BEACH VA | 44 | $14.1M | $777K |
| 3 | WOOD & HUSTON BANCORPORATION, INC. |
MARSHALL MO |
| 174 |
| $20.4M |
| $354K |