Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding VANGUARD WINDSOR II FD- ADM in their Schedule of Assets, totaling $26.1M 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 | HUTCHINSON FMS, INC. HUTCHINSON CORPORATION 401(K) PLAN & TRUST | AUBURN HILLS MI | 1,778 | $213.5M | $6.0M |
| 2 | OMAHA STEAKS INTERNATIONAL LLC OMAHA STEAKS 401(K) PLAN | OMAHA NE | 724 | $104.1M | $2.9M |
| 3 | EVERFAST, INC. THE EVERFAST, INC. 401(K) RETIREMENT PLAN |
KENNETT SQUARE PA |
| 213 |
| $39.3M |
| $2.3M |
| 4 | MARCHEX, INC. MARCHEX, INC. 401(K) PLAN | SEATTLE WA | 144 | $16.5M | $1.7M |
| 5 | KINPLEX CORPORATION KINPLEX 401K PLAN | HAUPPAUGE NY | 334 | $11.3M | $1.6M |
| 6 | TRADER INTERACTIVE, LLC TRADER INTERACTIVE, LLC 401(K) PLAN | VIRGINIA BEACH VA | 385 | $40.0M | $1.2M |
| 7 | PHEASANTS FOREVER, INC. PHEASANTS FOREVER, INC. 401(K) PLAN | ST PAUL MN | 576 | $39.3M | $900K |
| 8 | US PHARMA LAB, LLC US. PHARMA LAB, LLC 401(K) PLAN | NORTH BRUNSWICK NJ | 336 | $11.3M | $800K |
| 9 | KUEHNE CHEMICAL COMPANY, INC. KUEHNE CHEMICAL COMPANY, INC. SAVINGS AND INVESTMENT PLAN | KEARNY NJ | 136 | $33.7M | $794K |
| 10 | ZRS MANAGEMENT, LLC ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 2,003 | $60.1M | $775K |
