Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Wellington Fund Investor Shares Registered Investment Company in their Schedule of Assets, totaling $90.5M 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 | DETROIT DIESEL CORPORATION DETROIT DIESEL UAW 163 HOURLY SAVINGS PLAN | PORTLAND OR | 1,689 | $304.2M | $32.8M |
| 2 | PRINCETON UNIVERSITY PRINCETON UNIVERSITY RETIREMENT PLAN | PRINCETON NJ | 8,608 | $2.4B | $29.9M |
| 3 | BOURNS, INC. BOURNS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN |
RIVERSIDE CA |
| 287 |
| $148.3M |
| $11.2M |
| 4 | CASIO AMERICA, INC. CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN | DOVER NJ | 151 | $69.8M | $7.3M |
| 5 | SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN | PITTSBURGH PA | 139 | $47.9M | $6.0M |
| 6 | COBB MECHANICAL CONTRACTORS, INC. COBB MECHANICAL CONTRACTORS, INC. 401 (K) & PROFIT SHARING PLAN | COLORADO SPRINGS CO | 201 | $31.0M | $1.4M |
| 7 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $1.3M |
| 8 | MACDONALD, ILLIG, JONES & BRITTON LLP MACDONALD, ILLIG, JONES & BRITTON 401(K) RETIREMENT PLAN | ERIE PA | 91 | $82.4M | $564K |
