Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Wellington Fund Investor Shares * in their Schedule of Assets, totaling $32.4M 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 | SOUTH LOUISIANA MEDICAL ASSOCIATES SLMA RETIREMENT SAVINGS PLAN | HOUMA LA | 182 | $96.3M | $11.1M |
| 2 | T-SYSTEMS NORTH AMERICA, INC. T-SYSTEMS NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | CHICAGO IL | 195 | $173.2M | $6.8M |
| 3 | SIMULATION TECHNOLOGIES, INC |
HUNTSVILLE AL |
| 228 |
| $88.1M |
| $3.7M |
| 4 | THIELSCH ENGINEERING, INC. THIELSCH ENGINEERING INC. 401(K) SAVINGS PLAN | CRANSTON RI | 622 | $65.2M | $3.1M |
| 5 | PREMIER MEDICAL GROUP OF MISSISSIPPI, LLC PMGM SAVINGS PLAN | RIDGELAND MS | 121 | $41.4M | $2.7M |
| 6 | GREENLEAVES CAPITAL, LLC PHARR 401(K) PLAN | MCADENVILLE NC | 48 | $15.6M | $2.4M |
| 7 | SPILMAN THOMAS & BATTLE, PLLC SPILMAN THOMAS & BATTLE 401(K) PLAN | CHARLESTON WV | 167 | $71.4M | $936K |
| 8 | ST. JOHNS PACKAGING (USA) LLC ST.JOHNS PACKAGING LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | GREENSBORO NC | 76 | $9.7M | $523K |
| 9 | FIRST BANK SAVINGS PLAN FOR EMPLOYEES OF FIRST BANK | KETCHIKAN AK | 131 | $22.9M | $501K |
| 10 | ZMC HOTELS, LLC ZMC HOTELS, LLC 401(K) PLAN | WALNUT CREEK CA | 1,665 | $11.5M | $450K |
