Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Wellington Adm in their Schedule of Assets, totaling $7.2M 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 | R & R PARTNERS, INC. THE R & R RETIREMENT PLAN | LAS VEGAS NV | 296 | $46.5M | $2.3M |
| 2 | CONN APPLIANCES, INC. CONN'S 401(K) RETIREMENT SAVINGS PLAN | THE WOODLANDS TX | 2,359 | $49.6M | $1.7M |
| 3 | SOURCE MANAGEMENT, INC. SOURCE MANAGEMENT, INC. 401(K) PLAN |
GOLDEN CO |
| 62 |
| $6.3M |
| $1.2M |
| 4 | THE AGNES IRWIN SCHOOL AGNES IRWIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BRYN MAWR PA | 305 | $53.5M | $1.1M |
| 5 | TRUSTEES FLINT DEFINED CONTRIB FUND FLINT PLUMBING DEFINED CONTRIBUTION FUND | LANSING MI | 568 | $23.0M | $880K |
