Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Windsor Adm in their Schedule of Assets, totaling $76.8M 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 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $72.4M |
| 2 | KINSALE MANAGEMENT, INC. KINSALE MANAGEMENT, INC. 401(K) PLAN | RICHMOND VA | 680 | $69.5M | $1.8M |
| 3 | USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA |
| 1,590 |
| $102.5M |
| $760K |
| 4 | PCX AEROSTRUCTURES, LLC PCX AEROSTRUCTURES LLC 401(K) PLAN | NEWINGTON CT | 640 | $61.8M | $634K |
| 5 | FLAGLER HOSPITAL, INC. FLAGLER HOSPITAL TAX SHELTERED SAVINGS PLAN | ST. AUGUSTINE FL | 1,938 | $39.0M | $326K |
| 6 | HORIZON MEDICAL GROUP, PC HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST | GOSHEN NY | 385 | $64.6M | $291K |
| 7 | PORTE BROWN LLC PORTE BROWN LLC 401(K) PROFIT SHARING PLAN | ELK GROVE VILLAGE IL | 137 | $38.8M | $230K |
| 8 | SOCIAL FINANCE, INC. SOCIAL FINANCE, INC. 403(B) PLAN | BOSTON MA | 125 | $12.3M | $121K |
| 9 | THE INSTITUTE OF CULINARY EDUCATION, INC. THE INSTITUTE OF CULINARY EDUCATION 401(K) PLAN | NEW YORK NY | 214 | $4.9M | $102K |
| 10 | LAPHAM-HICKEY STEEL CORP. THE SALARY THRIFT SAVINGS PLAN FOR EMPLOYEES OF LAPHAM-HICKEY STEEL CORP | BEDFORD PARK IL | 674 | $53.3M | $80K |
