Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellington™ Admiral™ Vanguard Wellington™ Admiral™ ^ in their Schedule of Assets, totaling $17.7M 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 | SANSUM SANTA BARBARA MEDICAL CLINIC, INC. SANSUM SANTA BARBARA MEDICAL CLINIC, INC. PROFIT SHARING PLAN | SANTA BARBARA CA | 241 | $235.8M | $13.2M |
| 2 | UROLOGY AMERICA MSO, LLC UROLOGY AMERICA MSO 401(K) PLAN | AUSTIN TX | 691 | $60.3M | $2.5M |
| 3 | UROLOGY AUSTIN, PLLC UROLOGY AUSTIN 401(K) PLAN |
AUSTIN TX |
| 427 |
| $38.7M |
| $2.0M |
