Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Wellington™ Admiral™ Mutual Funds in their Schedule of Assets, totaling $669K 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 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 86 | $55.7M | $530K |
| 2 | GRID ALTERNATIVES, INC. GRID ALTERNATIVES, INC. 403(B) PLAN | OAKLAND CA | 321 | $12.8M | $78K |
| 3 | FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC RETIREMENT SAVINGS PLAN |
JACKSONVILLE FL |
| 97 |
| $7.9M |
| $58K |
| 4 | SAUBELS MARKET, INC. SAUBELS MARKET, INC. 401(K) PLAN | STEWARTSTOWN PA | 157 | $4.2M | $3K |