Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Wellington Fund Investor Shares Mutual fund in their Schedule of Assets, totaling $60.8M 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 | AUSTIN INDUSTRIES, INC. AUSTIN ADVANTAGE 401(K) PLAN | DALLAS TX | 3,165 | $350.9M | $37.1M |
| 2 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $4.3M |
| 3 | COLUMBIAN MUTUAL LIFE INSURANCE COMPANY CFG SAVINGS & PROFIT SHARING PLAN |
BINGHAMTON NY |
| 181 |
| $76.4M |
| $4.2M |
| 4 | STELLAR SOLUTIONS, INC. STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN | LOS ALTOS CA | 218 | $126.4M | $3.7M |
| 5 | ASHCROFT INC. ASHCROFT INC. 401(K) PLAN | STRATFORD CT | 365 | $75.4M | $3.0M |
| 6 | KERNODLE CLINIC, INC. KERNODLE CLINIC, INC. EMPLOYEES 401K PROFIT SHARING PLAN AND TRUST | BURLINGTON NC | 287 | $47.0M | $2.9M |
| 7 | TRUSTEES OF INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN INSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN | OMAHA NE | 181 | $51.4M | $1.8M |
| 8 | WORKHOLDING US HOLDINGS, LLC FORKARDT HARDINGE RETIREMENT PLAN | ELMIRA NY | 379 | $64.4M | $1.7M |
| 9 | HARDINGE INC. HARDINGE INC. RETIREMENT PLAN | ELMIRA NY | 488 | $59.4M | $1.5M |
| 10 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL INC. DEFINED CONTRIBUTION PLAN FOR SALARIED EMPLOYEES | JACKSONVILLE FL | 525 | $28.4M | $341K |
