Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Wellington Fund, Investor Shares in their Schedule of Assets, totaling $2.0M 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 | RUFFOLO, HOOPER & ASSOCIATES, MDPA RHA 401(K) PROFIT SHARING PLAN | TAMPA FL | 124 | $45.4M | $1.5M |
| 2 | FILBERT MANAGEMENT FILBERT MANAGEMENT 401(K) PLAN | SAN FRANCISCO CA | 16 | $21.9M | $253K |
| 3 | SUBURBAN HOSPITAL, INC. SUBURBAN HOSPITAL, INC. 403(B) SAVINGS PLAN |
BETHESDA MD |
| 2,073 |
| $162.0M |
| $192K |
| 4 | EVER.AG, LLC EVER.AG 401(K) PLAN | LEWISVILLE TX | 454 | $61.2M | $98K |
| 5 | ROYSTON, RAYZOR, VICKERY & WILLIAMS, LLP ROYSTON, RAYZOR, VICKERY & WILLIAMS SAVINGS PLAN FOR PARTNERS AND STAFF | HOUSTON TX | 103 | $21.5M | $17K |
