Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Wellington Fund Investor Mutual Fund in their Schedule of Assets, totaling $141K 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 | HARBOR HEALTH SERVICES, INC. HARBOR HEALTH SERVICES, INC. 403(B) PLAN | MATTAPAN MA | 607 | $45.2M | $141K |
