Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor Fund Investor Shares Mutual Fund in their Schedule of Assets, totaling $794K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $341K |
| 2 | THE NEW YORK PREPARATORY THE NEW YORK PREPARATORY 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 286 | $22.2M | $269K |
| 3 | LEWIS & ELLIS, LLC |
PLANO TX |
| 111 |
| $73.6M |
| $184K |
