Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Investments Wellington Fund Investor Shares Fund in their Schedule of Assets, totaling $2.7M 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 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. 401(K) PLAN | WASHINGTON DC | 137 | $67.2M | $2.2M |
| 2 | NATIONAL TREASURY EMPLOYEES UNION N.T.E.U. MONEY PURCHASE PLAN | WASHINGTON DC | 128 | $17.2M | $509K |
