Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Vanguard Windsor II Fund in their Schedule of Assets, totaling $248.5M 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 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN | GREENSBORO NC | 6,120 | $1.5B | $86.3M |
| 2 | GARTNER, INC. GARTNER INC. SAVINGS AND INVESTMENT PLAN | STAMFORD CT | 10,956 | $2.7B | $77.6M |
| 3 | EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION |
BLOOMINGTON MN |
| 487 |
| $294.4M |
| $26.4M |
| 4 | VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC VOLVO INVESTMENT PLAN | SHIPPENSBURG PA | 946 | $254.7M | $10.6M |
| 5 | MACK TRUCKS, INC. MACK UAW 401(K) PLAN | GREENSBORO NC | 4,262 | $220.3M | $10.3M |
| 6 | VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC VOLVO INVESTMENT PLAN | SHIPPENSBURG PA | 1,004 | $230.1M | $10.1M |
| 7 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $9.5M |
| 8 | VOLVO GROUP NORTH AMERICA, LLC VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES | GREENSBORO NC | 3,253 | $150.6M | $5.0M |
| 9 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $3.3M |
| 10 | BETHUNE-COOKMAN UNIVERSITY BETHUNE-COOKMAN UNIVERSITY RETIREMENT PLAN | DAYTONA BEACH FL | 830 | $45.5M | $2.7M |
