Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Vanguard Vanguard Wellington™ Admiral™ in their Schedule of Assets, totaling $297.0M 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 | SOUTHEASTERN GROCERS LLC SOUTHEASTERN GROCERS 401(K) SAVINGS PLAN | JACKSONVILLE FL | 21,770 | $941.2M | $125.3M |
| 2 | SOUTHEASTERN GROCERS LLC SOUTHEASTERN GROCERS 401(K) SAVINGS PLAN | JACKSONVILLE FL | 26,424 | $914.1M | $120.4M |
| 3 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 1,247 |
| $1.0B |
| $32.1M |
| 4 | BLUE RIDGE HEALTHCARE SYSTEM BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN | MORGANTON NC | 2,422 | $113.3M | $4.5M |
| 5 | LEE FP, INC. DBA CYPRESS LIVING CYPRESS 401(K) PLAN | FORT MYERS FL | 547 | $13.7M | $3.1M |
| 6 | BROOKS PIERCE MCLENDON HUMPHREY & LEONARD, LLP BROOKS PIERCE RETIREMENT AND SAVINGS PLAN | GREENSBORO NC | 183 | $154.7M | $3.1M |
| 7 | GUNDERSON MARINE, LLC GUNDERSON MARINE 401(K) RETIREMENT SAVINGS PLAN | PORTLAND OR | 319 | $35.7M | $2.9M |
| 8 | PROVISION PARTNERS COOPERATIVE DBA ALLIED COOPERATIVE CO-OP 401(K) PLAN | MARSHFIELD WI | 444 | $40.5M | $1.3M |
| 9 | PRIMEWAY(TM) FEDERAL CREDIT UNION PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | HOUSTON TX | 143 | $11.8M | $621K |
| 10 | EVANS SCHOLARS FOUNDATION EVANS SCHOLARS FOUNDATION TAX DEFERRED ANNUITY RETIREMENT PLAN | GLENVIEW IL | 101 | $24.1M | $593K |
