Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Windsor Fund Mutual fund in their Schedule of Assets, totaling $17.2M 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 | TOSCANA LIMITED, L.P. SUNRISE COMPANY 401(K) PLAN | PALM DESERT CA | 255 | $31.7M | $4.4M |
| 2 | EMPRISE BANK EMPRISE BANK 401(K) PLAN | WICHITA KS | 467 | $49.9M | $3.0M |
| 3 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN |
| 467 |
| $139.5M |
| $2.8M |
| 4 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $2.3M |
| 5 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $1.3M |
| 6 | SHARTSIS FRIESE LLP SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN | SAN FRANCISCO CA | 115 | $137.4M | $1.3M |
| 7 | THE ELI AND EDYTHE BROAD FOUNDATION THE BROAD FOUNDATIONS RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 130 | $9.1M | $1.1M |
| 8 | THE KLEINGERS GROUP THE KLEINGERS GROUP RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 137 | $19.0M | $358K |
| 9 | BIERSCHBACH EQUIPMENT & SUPPLY CO., INC. BIERSCHBACH EQUIPMENT & SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | SIOUX FALLS SD | 79 | $46.0M | $304K |
| 10 | ACTORS' FUND OF AMERICA ACTORS' FUND OF AMERICA 401(K) PLAN | NEW YORK NY | 324 | $36.6M | $227K |
