Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Windsor II Admiral Registered Investment Company in their Schedule of Assets, totaling $127.1M 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 | NATIONAL INSTRUMENTS CORPORATION NATIONAL INSTRUMENTS 401(K) PLAN | AUSTIN TX | 0 | $778.7M | $52.8M |
| 2 | BARNES & THORNBURG LLP BARNES & THORNBURG LLP PROFIT SHARING PLAN | INDIANAPOLIS IN | 1,515 | $753.5M | $43.3M |
| 3 | COGENTRIX ENERGY POWER MANAGEMENT, LLC |
CHARLOTTE NC |
| 338 |
| $143.5M |
| $9.9M |
| 4 | M.D.C. HOLDINGS, INC. M.D.C. HOLDINGS, INC. 401(K) SAVINGS PLAN | DENVER CO | 1,870 | $158.8M | $7.9M |
| 5 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $7.3M |
| 6 | BERNHARDT FURNITURE COMPANY BERNHARDT FURNITURE COMPANY RETIREMENT PLAN | LENOIR NC | 1,105 | $57.7M | $2.6M |
| 7 | TUCKER ELLIS LLP TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN | CLEVELAND OH | 140 | $32.7M | $1.4M |
| 8 | DONALD DANFORTH PLANT SCIENCE CENTER DANFORTH CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 364 | $50.1M | $926K |
| 9 | VALLEY CITIES COUNSELING AND CONSULTATION VALLEY CITIES COUNSELING & CONSULTATION 403(B) PLAN | KENT WA | 594 | $15.8M | $917K |
| 10 | TOWN & COUNTRY SUPPLY ASSOCIATION CO-OP 401(K) PLAN | LAUREL MT | 108 | $4.5M | $148K |
