Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Windsor II- Adm in their Schedule of Assets, totaling $322.0M 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 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $135.1M |
| 2 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $74.9M |
| 3 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS VOLUNTARY 403(B) TDA PLAN |
PHILADELPHIA PA |
| 2,963 |
| $286.9M |
| $21.5M |
| 4 | FANUC AMERICA CORPORATION FANUC AMERICA CORPORATION SAVINGS PLAN | ROCHESTER HILLS MI | 1,638 | $453.4M | $16.5M |
| 5 | ARIA HEALTH JEFFERSON HEALTH NORTHEAST 403(B) PLAN | PHILADELPHIA PA | 4,564 | $428.4M | $16.4M |
| 6 | RUSSELL REYNOLDS ASSOCIATES, INC. RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN | NEW YORK NY | 870 | $438.2M | $11.6M |
| 7 | ONPOINT COMMUNITY CREDIT UNION ONPOINT COMMUNITY CREDIT UNION 401(K) PLAN | PORTLAND OR | 1,216 | $182.7M | $10.9M |
| 8 | MITSUI SUMITOMO MARINE MANAGEMENT (U.S.A.), INC. MITSUI SUMITOMO 401(K) SAVINGS/RETIREMENT PLAN | WARREN NJ | 653 | $176.7M | $7.9M |
| 9 | 1LIFE HEALTHCARE, INC. 1LIFE HEALTHCARE, INC. 401(K) PLAN | SAN FRANCISCO CA | 3,032 | $307.9M | $6.0M |
| 10 | PARKDALE MILLS, INC. PARKDALE, INCORPORATED RETIREMENT PLAN | GASTONIA NC | 1,188 | $77.8M | $3.6M |
