Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Wellington™ Inv in their Schedule of Assets, totaling $55.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN | HARRISBURG PA | 1,183 | $283.8M | $34.0M |
| 2 | METALSA STRUCTURAL PRODUCTS, INC. METALSA-UAW RETIREMENT AND SAVINGS PLAN | ROANOKE VA | 2,725 | $107.5M | $7.4M |
| 3 | METALSA STRUCTURAL PRODUCTS, INC. |
ROANOKE VA |
| 818 |
| $97.3M |
| $5.8M |
| 4 | COMMONWEALTH PRIMARY CARE, INC. COMMONWEALTH PRIMARY CARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND VA | 211 | $41.7M | $5.8M |
| 5 | CLEVELAND BROTHERS HOLDINGS, INC. CLEVELAND BROTHERS RETIREMENT PLAN FOR UNION EMPLOYEES | HARRISBURG PA | 346 | $65.2M | $2.7M |
| 6 | KATHERINE SHAW BETHEA HOSPITAL KATHERINE SHAW BETHEA HOSPITAL RETIREMENT SAVINGS PLAN | DIXON IL | 905 | $102.4M | $160K |
| 7 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $16K |
