Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Vanguard Windsor™ II Admiral™ in their Schedule of Assets, totaling $52.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $29.4M |
| 2 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $11.2M |
| 3 | SHIPLEY SCHOOL |
BRYN MAWR PA |
| 383 |
| $52.6M |
| $1.9M |
| 4 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 339 | $66.4M | $1.6M |
| 5 | MAGNIFI FINANCIAL CREDIT UNION MAGNIFI FINANCIAL 401(K) PLAN & TRUST | MELROSE MN | 386 | $57.7M | $1.5M |
| 6 | BETHUNE-COOKMAN UNIVERSITY BETHUNE-COOKMAN UNIVERSITY RETIREMENT PLAN | DAYTONA BEACH FL | 830 | $45.5M | $1.1M |
| 7 | PRIMEWAY(TM) FEDERAL CREDIT UNION PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | HOUSTON TX | 143 | $11.8M | $1.0M |
| 8 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK 403(B) PLAN | TARRYTOWN NY | 370 | $14.6M | $914K |
| 9 | UNIVERSITY CITY HOUSING COMPANY UNIVERSITY CITY HOUSING COMPANY 401(K) PLAN | ROSEMONT PA | 227 | $15.7M | $899K |
| 10 | GREATER MENTAL HEALTH OF NEW YORK, INC. GREATER MENTAL HEALTH OF NEW YORK PROFIT SHARING PLAN | TARRYTOWN NY | 294 | $11.7M | $896K |