Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Vanguard Windsor II Admiral Shares in their Schedule of Assets, totaling $34.7M 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 | FIG LLC FIG LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 757 | $393.8M | $23.4M |
| 2 | HF MANAGEMENT SERVICES, LLC HEALTHFIRST PROFIT SHARING 401(K) PLAN | NEW YORK NY | 6,126 | $678.5M | $9.3M |
| 3 | RED DOT LLC RED DOT EMPLOYEE RETIREMENT PLAN |
ATHENS TX |
| 278 |
| $12.5M |
| $1.1M |
| 4 | BANKERS FINANCIAL CORPORATION ASSOCIATES' SAVINGS PLAN | ST. PETERSBURG GA | 413 | $50.4M | $652K |
| 5 | R & K DISTRIBUTORS, INC. R & K DISTRIBUTORS, INC. 401K DEFERRED COMPENSATION PLAN | LONGVIEW TX | 151 | $6.4M | $328K |
