Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Wellington Inv Mutual Fund in their Schedule of Assets, totaling $27.5M 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 | SIERRA PACIFIC INDUSTRIES, INC. SIERRA PACIFIC IND EMPLOYEES' RETIREMENT PLAN | REDDING CA | 6,207 | $675.1M | $25.7M |
| 2 | ANDESA SERVICES, INC. ANDESA SERVICES SAVINGS INCENTIVE PLAN | ALLENTOWN PA | 139 | $34.8M | $1.9M |
| 3 | PLAID ENTERPRISES, INC. PLAID ENTERPRISES, INC. 401(K) RET. SAV. PLAN |
PEACHTREE CORNERS GA |
| 396 |
| $37.8M |
| $26K |
