Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Windsor II Admiral Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $1.7M |
| 2 | DEER MANAGEMENT SYSTEMS LLC DEER MANAGEMENT SYSTEMS RETIREMENT PLAN | DECORAH IA | 392 | $3.7M | $39K |
| 3 | G & G ORGANIZATION LTD. PFS GROUP 401K PLAN |
HOUSTON TX |
| 352 |
| $7.2M |
| $34K |
| 4 | NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN | MARLBORO NJ | 183 | $6.6M | $1K |