Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Wellington Admiral Shares in their Schedule of Assets, totaling $534K 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 | FOCUS OPERATING, LLC FOCUS OPERATING, LLC 401(K) RETIREMENT PLAN | NEW HYDE PARK NY | 102 | $32.3M | $500K |
| 2 | NEW VISTA HEALTH SERVICES, LLC NEW VISTA HEALTH SERVICES, LLC RETIREMENT SAVINGS PLAN | LA CRESCENTA CA | 227 | $3.2M | $19K |
| 3 | NEW VISTA HEALTH SERVICES, LLC |
LA CRESCENTA CA |
| 315 |
| $2.9M |
| $15K |
