Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor Admiral Fund Mutual fund in their Schedule of Assets, totaling $3.7M 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 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $1.7M |
| 2 | UPWORK INC. UPWORK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 619 | $121.8M | $1.7M |
| 3 | D & M INDUSTRIES, INC. D & M INDUSTRIES, INC. PROFIT SHARING PLAN |
MOORHEAD MN |
| 143 |
| $10.5M |
| $300K |