Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Wellington fund inc in their Schedule of Assets, totaling $21.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $12.0M |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $1.8M |
| 3 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT |
CHICAGO IL |
| 2,890 |
| $1.2B |
| $1.3M |
| 4 | CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN | NASHVILLE TN | 4,133 | $120.6M | $1.1M |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $789K |
| 6 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $605K |
| 7 | HOSPICE OF WAKE COUNTY, INC. DBA TRANSITIONS LIFECARE HOSPICE OF WAKE COUNTY, INC. RETIREMENT SAVINGS PLAN | RALEIGH NC | 448 | $28.9M | $559K |
| 8 | RUSSELL LANDSCAPE GROUP, INC. RUSSELL LANDSCAPE 401(K) PLAN | SUGAR HILL GA | 366 | $4.0M | $414K |
| 9 | JACKSONVILLE UNIVERSITY JACKSONVILLE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | JACKSONVILLE FL | 400 | $77.4M | $383K |
| 10 | JOHNSON HEALTH CENTER JOHNSON HEALTH CENTER MATCHING TAX-DEFERRD SAVINGS PLAN | MADISON HEIGHTS VA | 219 | $11.3M | $365K |
