Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Wellington in their Schedule of Assets, totaling $581.1M 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 | UPMC UPMC RETIREMENT SAVINGS PLAN MASTER TRUST | PITTSBURGH PA | — | $9.2B | $566.9M |
| 2 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. MITSUI SUMITOMO 401(K) SAVINGS/RETIREMENT PLAN | WARREN NJ | 653 | $176.7M | $11.8M |
| 3 | JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN |
LANSING MI |
| 460 |
| $72.6M |
| $1.1M |
| 4 | NORTH AMERICAN TRUCK & TRAILER, INC NORTH AMERICAN TRUCK & TRAILER, INC 401(K) PLAN | SIOUX FALLS SD | 326 | $16.6M | $840K |
| 5 | M-B COMPANIES, INC. M-B COMPANIES, INC. DEFERRED SAVINGS PLAN | NEW HOLSTEIN WI | 136 | $9.3M | $431K |
| 6 | MPAY INC. MPAY INC. 401(K) PLAN | CORNELIUS NC | 142 | $12.3M | $444 |
| 7 | KECH INC KECH INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSBURG KY | 411 | $692K | $264 |
