Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Windsor Fund " in their Schedule of Assets, totaling $49.5M 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 | C.V. STARR & CO., INC. C.V. STARR & CO., INC. INCENTIVE SAVINGS PLAN | NEW YORK NY | 1,966 | $491.5M | $21.2M |
| 2 | WHITE AND WILLIAMS LLP WHITE AND WILLIAMS 401(K) TAX DEFERMENT RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 333 | $185.0M | $11.5M |
| 3 | THE CORVALLIS CLINIC, P.C. |
MINNETONKA MN |
| 553 |
| $124.5M |
| $5.1M |
| 4 | MERRICK & COMPANY MERRICK & COMPANY 401(K) AND ESOP | GREENWOOD VILLAGE CO | 996 | $207.8M | $4.3M |
| 5 | COILCRAFT, INC. COILCRAFT RETIREMENT PLAN | CARY IL | 479 | $166.2M | $3.0M |
| 6 | CORNERSTONE EMPLOYER SOLUTIONS, LLC DBA SYNCHRONYHR SYNCHRONYHR RETIREMENT SAVINGS PLAN | SAINT LOUIS MO | 3,313 | $95.5M | $1.9M |
| 7 | CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN TN | 651 | $9.8M | $1.3M |
| 8 | ORBIMED ADVISORS, L.L.C. ORBIMED ADVISORS, L.L.C. 401(K) RETIREMENT PLAN | NEW YORK NY | 87 | $76.4M | $837K |
| 9 | APPLEQUIST MFG., INC. APQ COMPANIES 401(K) PLAN | ASSARIA KS | 179 | $3.3M | $167K |
| 10 | ADORAMA INC. ADORAMA 401(K) PLAN | NEW YORK NY | 497 | $8.7M | $101K |
