Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor Fund Registered investment company in their Schedule of Assets, totaling $102.2M 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 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $51.0M |
| 2 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $51.0M |
| 3 | HOLLAND PARTNER GROUP OPERATIONS, LLC |
VANCOUVER WA |
| 778 |
| $62.0M |
| $134K |
