Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Wellington Fund Admiral - in their Schedule of Assets, totaling $53.6M 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 | CARDIOLOGY ASSOCIATES OF MOBILE, INC. CARDIOLOGY ASSOCIATES OF MOBILE, INC. 401(K) PROFIT SHARING PLAN | MOBILE AL | 270 | $85.8M | $11.2M |
| 2 | BOSE MCKINNEY & EVANS LLP BOSE MCKINNEY & EVANS RETIREMENT PLAN | INDIANAPOLIS IN | 175 | $141.4M | $9.4M |
| 3 | SCHNITZER INVESTMENT CORP. |
PORTLAND OR |
| 245 |
| $45.1M |
| $8.1M |
| 4 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 253 | $145.3M | $5.5M |
| 5 | CONNELL FOLEY, LLP CONNELL FOLEY, LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | ROSELAND NJ | 280 | $126.5M | $5.0M |
| 6 | WESTERN HOLDING GROUP, INC. WESTERN HOLDING GROUP, INC. PROFIT SHARING & 401(K) PLAN | ST. LOUIS MO | 639 | $48.1M | $3.8M |
| 7 | KENCREST SERVICES, INC. KEN-CREST SERVICES 403(B) RETIREMENT PLAN | BLUE BELL PA | 1,640 | $54.8M | $3.7M |
| 8 | WOODGRAIN INC. WOODGRAIN MILLWORK, INC. EMPLOYEE SAVINGS PLAN AND TRUST | FRUITLAND ID | 4,444 | $271.8M | $3.0M |
| 9 | GSA MANAGEMENT LLC GSA MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | REDONDO BEACH CA | 208 | $4.2M | $1.6M |
| 10 | J.H. LARSON ELECTRICAL COMPANY J. H. LARSON ELECTRICAL COMPANY 401(K) RETIREMENT PLAN | PLYMOUTH MN | 183 | $19.5M | $1.4M |
