Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Wellington Adm Mutual funds in their Schedule of Assets, totaling $92.3M 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 | CHS, INC. CHS INC. 401(K) PLAN | INVER GROVE HEIGHTS MN | 8,864 | $1.8B | $63.6M |
| 2 | SRI INTERNATIONAL SRI INTERNATIONAL RETIREMENT SAVINGS PLAN | MENLO PARK CA | 1,056 | $787.2M | $22.1M |
| 3 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN | COVINGTON |
| 330 |
| $15.8M |
| $5.1M |
| 4 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $598K |
| 5 | CHS, INC. CHS INC. 401(K) PLAN FOR UNION PRODUCTION EMPLOYEES | INVER GROVE HEIGHTS MN | 103 | $15.8M | $565K |
| 6 | OPTINOSE US, INC. OPTINOSE 401(K) PLAN | YARDLEY PA | 130 | $23.9M | $200K |
| 7 | GRAHAM GROUP (US) INC. GRAHAM GROUP US 401(K) PLAN | SEATTLE WA | 192 | $58.3M | $173K |
