Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Group Windsor II Fund in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $81.0M | $7.3M |
| 2 | HPS MECHANICAL, INC. HPS MECHANICAL, INC. RETIREMENT PLAN | BAKERSFIELD CA | 228 | $43.8M | $1.1M |
