Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellington Fund Admiral Shares Shares of registered investment company in their Schedule of Assets, totaling $8.2M 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 | BERWIND CORPORATION BERWIND CORPORATION 401(K) SAVINGS PLAN | PHILADELPHIA PA | 121 | $48.6M | $3.6M |
| 2 | TASI TEST & AUTOMATION HOLDINGS, INC. TASI TEST & AUTOMATION 401(K) PLAN | HARRISON OH | 0 | $84.2M | $3.4M |
| 3 | FLOW CONTROL ENTERPRISES, INC. FLOW CONTROL ENTERPRISES, INC. 401(K) PLAN |
LARGO FL |
| 711 |
| $72.4M |
| $1.2M |