Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Windsor II Fund Adm Mutual funds in their Schedule of Assets, totaling $74.8M 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 | CHS, INC. CHS INC. 401(K) PLAN | INVER GROVE HEIGHTS MN | 8,864 | $1.8B | $73.3M |
| 2 | CHS, INC. CHS INC. 401(K) PLAN FOR UNION PRODUCTION EMPLOYEES | INVER GROVE HEIGHTS MN | 103 | $15.8M | $1.2M |
| 3 | I-C FEDERAL CREDIT UNION I-C FEDERAL CREDIT UNION PROFIT SHARING & 401(K) PLAN |
FITCHBURG MA |
| 120 |
| $16.2M |
| $392K |
