Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Vanguard Wellington Inv Vanguard 0 in their Schedule of Assets, totaling $29.4M 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 | EQUUS CAPITAL PARTNERS, LTD. EQUUS CAPITAL PARTNERS, LTD. 401(K) SAVINGS PLAN | NEWTOWN SQUARE PA | 282 | $69.2M | $5.5M |
| 2 | DIRECTIONS RESEARCH, INC. DIRECTIONS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 190 | $52.5M | $3.5M |
| 3 | GEORGE MOEHRLE MASONRY, INC. |
FREDERICK MD |
| 127 |
| $5.0M |
| $3.5M |
| 4 | BILINGUALS INC BILINGUALS INC. RETIREMENT PLAN | MELVILLE NY | 560 | $15.4M | $3.1M |
| 5 | UNITEX TEXTILE SERVICES LLC UNITEX TEXTILE SERVICES LLC 401(K) PLAN | ELMSFORD NY | 303 | $43.1M | $2.9M |
| 6 | HANOVER R.S. LIMITED PARTNERSHIP HANOVER COMPANY 401(K) PLAN | HOUSTON TX | 564 | $82.1M | $2.3M |
| 7 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $1.6M |
| 8 | LIVE TECHNOLOGIES HOLDINGS, INC. LIVE TECHNOLOGIES 401(K) P/S PLAN & TRUST | COLUMBUS OH | 87 | $12.6M | $1.3M |
| 9 | INTEGRATED MEDICAL GROUP, P.C. INTEGRATED MEDICAL GROUP, P.C. RET. PLAN | POTTSVILLE PA | 244 | $70.5M | $1.0M |
| 10 | HEALTHCARE PERFORMANCE GROUP, INC. HPG 401(K) RETIREMENT PLAN | COLWICH KS | 83 | $26.4M | $872K |
