Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Wellington Fund Admiral Registered Investment Company in their Schedule of Assets, totaling $443.6M 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 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 17,704 | $7.4B | $362.8M |
| 2 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN AGENCY 401(K) SAVINGS & INVESTMENT PLAN | NEW YORK NY | 15,230 | $1.5B | $60.5M |
| 3 | HEIDRICK & STRUGGLES, INC. |
CHICAGO IL |
| 1,017 |
| $320.8M |
| $13.6M |
| 4 | TAYLOR COMMUNITY TAYLOR COMMUNITY SAVINGS PLAN AND TRUST | LACONIA NH | 249 | $6.8M | $4.2M |
| 5 | MARCUS & MILLICHAP COMPANY MARCUS & MILLICHAP COMPANY 401(K) PLAN | PALO ALTO CA | 218 | $62.1M | $2.6M |
