Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Wellington Admiral Mutual fund N/A in their Schedule of Assets, totaling $4.2M 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 | MILK SPECIALTIES COMPANY MILK SPECIALTIES COMPANY RETIREMENT PLAN | EDEN PRAIRIE MN | 1,202 | $66.6M | $1.2M |
| 2 | FARMERS UNION OIL COMPANY CO-OP 401(K) PLAN | MINOT ND | 107 | $11.4M | $644K |
| 3 | RS EDEN RS EDEN 403(B) PLAN | MINNEAPOLIS |
| 170 |
| $5.8M |
| $609K |
| 4 | SUMMERWINDS GARDEN CENTERS, INC. SUMMERWINDS 401(K) PLAN | BOISE ID | 166 | $12.4M | $452K |
| 5 | ELMWOOD DENTAL GROUP - IMPLANT AND RESTORATION, P.C. ELMWOOD DENTAL GROUP, P.C. PROFIT SHARING 401(K) PLAN | ROCHESTER NY | 114 | $13.4M | $431K |
| 6 | CENTRAL DAKOTA FRONTIER COOPERATIVE CO-OP 401(K) PLAN | NAPOLEON ND | 85 | $6.8M | $423K |
| 7 | SHIN-ETSU SILICONES OF AMERICA, INC. SHIN-ETSU 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 277 | $36.9M | $334K |
| 8 | THE POYNTER INSTITUTE FOR MEDIA STUDIES INC THE POYNTER INSTITUTE FOR MEDIA STUDIES, INC. TAX SHELTERED ANNUITY RETIREMENT PLAN | ST. PETERSBURG FL | 79 | $6.4M | $37K |
