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, Admiral Fund in their Schedule of Assets, totaling $45.4M 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 | OGLETREE, DEAKINS, NASH, SMOAK & STEWART OGLETREE, DEAKINS, NASH, SMOAK & STEWART 401(K) SAVINGS PLAN | GREENVILLE SC | 2,351 | $398.4M | $22.7M |
| 2 | OGLETREE DEAKINS NASH SMOAK & STEWART PROFIT-SHARING PLAN OF OGLETREE, DEAKINS, NASH, SMOAK & STEWART | GREENVILLE SC | 2,325 | $248.5M | $13.4M |
| 3 | INVACARE CORPORATION |
ELYRIA OH |
| 433 |
| $135.0M |
| $9.3M |