Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Windsor Adm Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | THE BLOSSMAN COMPANIES, INC. THE BLOSSMAN COMPANIES, INC. 401(K) SAVINGS PLAN | OCEAN SPRINGS MS | 1,135 | $69.8M | $1.6M |
| 2 | FOUR STAR FREIGHTLINER, INC. FOUR STAR FREIGHTLINER, INC. 401(K) PLAN | MONTGOMERY AL | 154 | $13.5M | $1.4M |
| 3 | THE BLOSSMAN COMPANIES, INC. |
OCEAN SPRINGS MS |
| 1,075 |
| $60.6M |
| $1.4M |
| 4 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $870K |
| 5 | CMG CIT ACQUISITION LLC COREMEDICAL GROUP 401(K) PLAN | MANCHESTER NH | 868 | $29.4M | $544K |
| 6 | CORLISS MANAGEMENT GROUP, LLC CORLISS MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 39 | $3.2M | $314K |
| 7 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $79K |
| 8 | CAROFFER, LLC CAROFFER 401(K) PLAN | ADDISON TX | 164 | $5.0M | $68K |
| 9 | FSG, INC. FSG, INC. 401(K) PLAN | BOSTON MA | 59 | $9.0M | $61K |
| 10 | AMERICAN GEOPHYSICAL UNION AMERICAN GEOPHYSICAL UNION TDA | WASHINGTON DC | 160 | $25.0M | $51K |
