Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Windsor II Fund Adm Registered investment company in their Schedule of Assets, totaling $609.7M 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 | BURLINGTON NORTHERN SANTA FE LLC/BNSF RAILWAY COMPANY BNSF 401(K) PLANS MASTER TRUST | FORT WORTH TX | — | $7.2B | $466.0M |
| 2 | CSLB HOLDINGS INC. CSLB HOLDINGS INC. 401(K) PLAN | KING OF PRUSSIA PA | 19,635 | $1.2B | $51.9M |
| 3 | PERKINS COIE LLP PERKINS COIE RETIREMENT AND 401(K) PLAN |
SEATTLE WA |
| 1,683 |
| $1.3B |
| $22.4M |
| 4 | THE KLEINFELDER GROUP, INC. THE KLEINFELDER GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 3,015 | $539.0M | $18.9M |
| 5 | RHEEM MANUFACTURING COMPANY RHEEM DEFINED CONTRIBUTION PLAN | ATLANTA GA | 3,720 | $469.1M | $18.5M |
| 6 | NOVELIS CORP. NOVELIS MASTER SAVINGS TRUST | ATLANTA GA | — | $1.5B | $10.7M |
| 7 | RADIAN GROUP, INC. RADIAN GROUP INC. SAVINGS INCENTIVE PLAN | WAYNE PA | 1,036 | $333.1M | $10.5M |
| 8 | PERKINS COIE LLP PERKINS COIE SALARY DEFERRAL PLAN | SEATTLE WA | 704 | $349.8M | $6.5M |
| 9 | INTERNATIONAL FOUNDATION EMPLOYEE BENEFIT PLANS INC. INTERNATIONAL FOUNDATION EMPLOYEE THRIFT PLAN | BROOKFIELD WI | 145 | $25.6M | $1.9M |
| 10 | ANCHOR GLASS CONTAINER CORPORATION ANCHOR GLASS CONTAINER CORPORATION HOURLY EMPLOYEES' SUPPLEMENTAL RETIREMENT PLAN | TAMPA FL | 934 | $106.5M | $1.6M |
