Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Wellington Mutual fund in their Schedule of Assets, totaling $13.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VONTOBEL ASSET MANAGEMENT, INC. VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 93 | $68.3M | $2.9M |
| 2 | CAYUGA MEDICAL ASSOCIATES CAYUGA MEDICAL ASSOCIATES 403(B) SAVINGS PLAN | ITHACA NY | 819 | $51.0M | $2.8M |
| 3 | LW SCHNEIDER, INC. |
PRINCETON IL |
| 135 |
| $6.2M |
| $2.0M |
| 4 | CREDIT HUMAN FEDERAL CREDIT UNION CREDIT HUMAN FEDERAL CREDIT UNION 401(K) PLAN | SAN ANTONIO TX | 844 | $34.3M | $2.0M |
| 5 | BUNGIE, INC. BUNGIE, INC. 401(K) PLAN | BELLEVUE WA | 862 | $228.5M | $1.3M |
| 6 | WINSHAPE FOUNDATION, INC. WINSHAPE FOUNDATION, INC. 401(K) PLAN | ATLANTA GA | 459 | $37.0M | $707K |
| 7 | SCHOOLS FOR CHILDREN, INC. SCHOOLS FOR CHILDREN, INC. 403(B) RETIREMENT PLAN | WINCHESTER MA | 170 | $23.8M | $496K |
| 8 | PEI PEI DOWN EAST TOYOTA 401(K) RETIREMENT PLAN | BREWER ME | 133 | $12.2M | $389K |
| 9 | MILESTONE SERVICES COMPANY, LLC MILESTONE RETIREMENT PLAN | ST. CHARLES MO | 191 | $23.1M | $284K |
| 10 | INDEPENDENCE CONTRACT DRILLING, INC. ICD, INC 401(K) PLAN | HOUSTON TX | 332 | $21.2M | $95K |
