Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VANGUARD WELLINGTON ADMIRAL SH Registered Investment Company in their Schedule of Assets, totaling $843.9M 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 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP MASTER TRUST | PASADENA CA | — | $8.8B | $624.3M |
| 2 | CARLTON FIELDS, P.A. PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF CARLTON FIELDS | TAMPA FL | 666 | $315.7M | $53.8M |
| 3 | ECKERT SEAMANS CHERIN & MELLOTT, LLC |
PITTSBURGH PA |
| 436 |
| $252.8M |
| $48.8M |
| 4 | ROBINSON, BRADSHAW & HINSON, P.A. ROBINSON, BRADSHAW & HINSON, P.A. PROFIT-SHARING PLAN | CHARLOTTE NC | 256 | $194.1M | $40.5M |
| 5 | THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN | DURHAM NC | 724 | $269.2M | $34.4M |
| 6 | LISKOW AND LEWIS, APLC LISKOW AND LEWIS RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 193 | $159.7M | $22.4M |
| 7 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $9.5M |
| 8 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG | PASADENA CA | 6,474 | $899.2M | $6.3M |
| 9 | REPUBLIC STEEL REPUBLIC STEEL 401(K) PLAN | CANTON OH | 25 | $28.0M | $3.8M |
