Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Windsor II Admiral Mutual fund N/A in their Schedule of Assets, totaling $10.3M 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 | MINN-DAK FARMERS COOPERATIVE MINN-DAK FARMERS COOPERATIVE 401(K) SALARY REDUCTION PLAN & TRUST | WAHPETON ND | 468 | $54.2M | $5.3M |
| 2 | ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN | TULSA OK | 289 | $70.4M | $2.2M |
| 3 | IDEAL HOMES OF NORMAN, L.P. |
NORMAN OK |
| 247 |
| $19.5M |
| $1.2M |
| 4 | DON THORNTON AUTOMOTIVE, LLC DBA LEXUS OF TULSA DON THORNTON AUTOMOTIVE 401(K) PLAN | TULSA OK | 305 | $17.0M | $606K |
| 5 | FARMERS UNION OIL COMPANY CO-OP 401(K) PLAN | MINOT ND | 107 | $11.4M | $564K |
| 6 | CENTRAL DAKOTA FRONTIER COOPERATIVE CO-OP 401(K) PLAN | NAPOLEON ND | 85 | $6.8M | $216K |
| 7 | BALDWIN & SHELL CONSTRUCTION CO. BALDWIN & SHELL CONSTRUCTION CO. 401(K) PLAN | LITTLE ROCK AR | 290 | $12.8M | $202K |
