Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Wellington in their Schedule of Assets, totaling $32.4M 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 | SIGNATURE AVIATION USA, LLC SIGNATURE AVIATION USA, LLC 401(K) PLAN | ORLANDO FL | 5,539 | $271.4M | $16.0M |
| 2 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $10.8M |
| 3 | LAKE SHORE CRYOTRONICS, INC. |
WESTERVILLE OH |
| 237 |
| $46.9M |
| $4.0M |
| 4 | PEOPLES SECURITY BANK & TRUST COMPANY PEOPLES SECURITY BANK 401(K) PROFIT SHARING PLAN | DUNMORE PA | 551 | $52.8M | $1.7M |
