Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Wellington Adm Mutual Fund N/A in their Schedule of Assets, totaling $12.8M 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 | INTEGRA IMAGING, P.S. HEALTHCARE ASSOCIATES PROFIT SHARING PLAN | SPOKANE WA | 1,000 | $303.7M | $7.0M |
| 2 | STRONG & HANNI, P.C. STRONG & HANNI 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 162 | $42.9M | $3.2M |
| 3 | CONTINUUM OF COLORADO CONTINUUM OF COLORADO 401(K) PLAN |
AURORA CO |
| 142 |
| $6.0M |
| $1.1M |
| 4 | REV RENEWABLES OPS, LLC REV RENEWABLES OPS, LLC 401(K) PLAN | NEW YORK NY | 142 | $26.5M | $801K |
| 5 | LYNN'S, INC. LYNN'S, INC. RETIREMENT SAVINGS PLAN | RAPID CITY SD | 300 | $7.4M | $626K |
