Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Vanguard Wellington Fund Admiral™ Shares Mutual Fund in their Schedule of Assets, totaling $766.9M 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 5,150 | $1.2B | $166.3M |
| 2 | ADOBE INC. ADOBE INC. 401(K) RETIREMENT SAVINGS PLAN | SAN JOSE CA | 15,199 | $5.0B | $114.1M |
| 3 | TROUTMAN PEPPER HAMILTON SANDERS LLP TROUTMAN PEPPER DEFINED CONTRIBUTION PLAN |
ATLANTA GA |
| 2,871 |
| $1.2B |
| $77.0M |
| 4 | IDEXX LABORATORIES, INC. IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN | WESTBROOK ME | 6,742 | $1.2B | $59.4M |
| 5 | FRAMATOME INC. FRAMATOME INC. 401(K) RETIREMENT PLAN | LYNCHBURG VA | 2,350 | $1.3B | $48.4M |
| 6 | HAWAII MEDICAL SERVICE ASSOCIATION HAWAII MEDICAL SERVICE ASSOCIATION EMPLOYEE THRIFT PLAN | HONOLULU HI | 1,380 | $480.0M | $44.5M |
| 7 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN | OAKLAND CA | 2,204 | $407.4M | $37.9M |
| 8 | ADVANCE STORES COMPANY, INC. ADVANCE AUTO PARTS, INC. 401(K) PLAN | ROANOKE VA | 65,131 | $1.1B | $28.7M |
| 9 | BWAY CORPORATION MAUSER PACKAGING SOLUTIONS 401(K) PLAN | ATLANTA GA | 5,218 | $357.0M | $25.8M |
| 10 | WEIR GROUP, INC. WEIR GROUP, INC. 401(K) PLAN | IRVING TX | 1,692 | $444.2M | $24.5M |
