Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Wellington Admiral Mutual fund in their Schedule of Assets, totaling $78.8M 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 | ROBERT E. MASON & ASSOCIATES, INC. ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN | CHARLOTTE NC | 351 | $68.3M | $24.3M |
| 2 | NATIONAL BANK OF CANADA NATIONAL BANK OF CANADA 401(K) PLAN | NEW YORK NY | 300 | $68.9M | $11.2M |
| 3 | CONAIR LLC CONAIR LLC SAVINGS AND INVESTMENT PLAN |
EAST WINDSOR NJ |
| 1,232 |
| $302.8M |
| $8.1M |
| 4 | VIRGINIA CARDIOVASCULAR SPECIALISTS, PC VIRGINIA CARDIOVASCULAR SPECIALISTS, PC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 179 | $57.6M | $8.1M |
| 5 | ARTHREX, INC. ARTHREX 401(K) RETIREMENT SAVINGS PLAN | NAPLES FL | 6,028 | $540.1M | $6.2M |
| 6 | COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. RETIREMENT PLAN | BLUE ASH OH | 285 | $18.8M | $4.2M |
| 7 | GOLDBERG LINDSAY & CO. LLC GOLDBERG LINDSAY & CO. LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 57 | $61.8M | $4.0M |
| 8 | STARWOOD HEADQUARTERS, L.L.C STARWOOD HEADQUARTERS, L.L.C. 401(K) PROFIT SHARING PLAN | GREENWICH CT | 353 | $109.5M | $3.2M |
| 9 | MID-MINNESOTA LEGAL ASSISTANCE MID-MINNESOTA LEGAL ASSISTANCE 403(B) RETIREMENT PLAN | MINNEAPOLIS MN | 175 | $21.7M | $2.1M |
| 10 | OLD DOMINION INSULATION, INC. OLD DOMINION INSULATION, INC. 401(K) PLAN | MIDLOTHIAN VA | 823 | $12.9M | $1.6M |
