Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Wellington Fund Admiral Shares Mutual Fund Participant Directed in their Schedule of Assets, totaling $786K 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 | JERVEY EYE GROUP, P.A. JERVEY EYE GROUP, P. A. RETIREMENT PLAN | GREENVILLE SC | 113 | $17.3M | $786K |
