Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Vanguard Vanguard Windsor Ii in their Schedule of Assets, totaling $10.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PREVOST CAR, INC. (A DIVISION OF PREVOST CAR (US), INC.) PREVOST CAR, INC. (A DIVISION OF PREVOST CAR (US), INC.) 401(K) RETIREMENT PLAN | GREENSBORO NC | 563 | $88.4M | $2.2M |
| 2 | OLDENBURG GROUP INCORPORATED OLDENBURG GROUP INCORPORATED SAVINGS PLAN | GLENDALE WI | 78 | $19.5M | $1.6M |
| 3 | LOS ANGELES LGBT CENTER |
LOS ANGELES CA |
| 337 |
| $28.8M |
| $1.0M |
| 4 | VERMEER SOUTHEAST SALES & SERVICE, INC. VERMEER SOUTHEAST SALES & SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN | OCOEE FL | 271 | $27.6M | $945K |
| 5 | PLUMBERS & STEAMFITTERS LOCAL UNION 52 PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CON PLAN | MONTGOMERY AL | 298 | $80.5M | $647K |
| 6 | VOLVO PENTA MARINE PRODUCTS, LLC VOLVO PENTA MARINE PRODUCTS, LLC RETIREMENT SAVINGS PLAN | LEXINGTON PA | 76 | $7.6M | $610K |
| 7 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $589K |
| 8 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $558K |
| 9 | HOSPITALITY RESTAURANT GROUP, INC. HOSPITALITY RESTAURANT GROUP, INC. 401(K) PLAN | TRAVERSE CITY MI | 2,058 | $5.2M | $436K |
| 10 | COMMUNITY HOSPITAL OF SAN BERNARDINO COMMUNITY HOSPITAL OF SAN BERNARDINO TAX SHELTERED ANNUITY PLAN | ERLANGER KY | 55 | $5.0M | $283K |
