Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Windsor II Fund Adm in their Schedule of Assets, totaling $72.0M 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 | ESTES EXPRESS LINES ESTES EXPRESS LINES 401(K) RETIREMENT PLAN | RICHMOND VA | 20,409 | $866.1M | $39.6M |
| 2 | NASDAQ, INC. NASDAQ, INC. 401(K) SAVINGS PLAN | ROCKVILLE MD | 2,388 | $984.3M | $24.4M |
| 3 | ESTES EXPRESS LINES ESTES WEST 401(K) RETIREMENT PLAN |
RICHMOND VA |
| 4,203 |
| $161.0M |
| $7.8M |
| 4 | BARNEY TRUCKING, INC. RETIREMENT INCOME SECURITY PLAN-BARNEY TRUCKING | SALINA UT | 642 | $18.3M | $65K |
| 5 | TERAFLEX, INC. RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. | WEST JORDAN UT | 109 | $4.2M | $43K |
| 6 | IMPACT HEALTHCARE, LLC RETIREMENT INCOME SECURITY PLAN-IMPACT HEALTHCARE, LLC | LEHI UT | 883 | $5.6M | $28K |
| 7 | PROVIDENCE HALL RETIREMENT INCOME SECURITY PLAN-PROVIDENCE HALL | HERRIMAN UT | 209 | $11.6M | $11K |