Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Wellington Investor Fund Mutual Fund in their Schedule of Assets, totaling $9.1M 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 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $8.7M |
| 2 | LANCASTER-BURNS CONSTRUCTION, INC. LANCASTER-BURNS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | ROSEVILLE CA | 296 | $8.0M | $407K |
