Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Wellington Fund Mutual Funds in their Schedule of Assets, totaling $6.1M 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 | THE DERON SCHOOL OF NEW JERSEY, INC THE DERON SCHOOL RETIREMENT PLAN | UNION NJ | 202 | $24.7M | $4.2M |
| 2 | KEMPER & LEILA WILLIAMS FOUNDATION, INC. KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 125 | $12.8M | $712K |
| 3 | ARORA AND ASSOCIATES, P.C. |
LAWRENCEVILLE NJ |
| 115 |
| $38.8M |
| $693K |
| 4 | FOWLER HOLDING COMPANY, INC. FOWLER HOLDING COMPANY, INC. 401(K) PLAN | NORMAN OK | 530 | $20.3M | $509K |
