Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Vanguard Windsor Ii Fund Admiral Mutual Fund in their Schedule of Assets, totaling $80.8M 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 | OVINTIV USA, INC. OVINTIV U.S. RETIREMENT PLAN | DENVER CO | 948 | $547.2M | $25.3M |
| 2 | STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLAN STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 401(K) PLAN | OMAHA NE | 1,525 | $110.3M | $18.2M |
| 3 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN |
FREMONT CA |
| 7,856 |
| $896.1M |
| $16.1M |
| 4 | DIGERONIMO DIGERONIMO COMPANIES RETIREMENT SAVINGS TRUST AND PLAN | INDEPENDENCE OH | 681 | $75.9M | $8.2M |
| 5 | CCA GLOBAL PARTNERS, INC. CCA GLOBAL PARTNERS 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 425 | $66.0M | $2.5M |
| 6 | KING ABDULLAH UNIVERSITY OF SCIENCE AND TECHNOLOGY (KAUST) KAUST U. S. EMPLOYEE SAVINGS PLAN | — | 233 | $89.2M | $1.7M |
| 7 | CROOKER CONSTRUCTION, L.L.C. CROOKER CONSTRUCTION, L.L.C. 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 167 | $15.6M | $1.3M |
| 8 | THE TRADE GROUP, INC. THE TRADE GROUP, INC. 401(K) PROFIT SHARING PLAN | GRAPEVINE TX | 159 | $16.3M | $1.3M |
| 9 | ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 104 | $31.7M | $1.1M |
| 10 | KATAHDIN INDUSTRIES, INC KATAHDIN INDUSTRIES, INC 401K PROFIT SHARING PLAN & TRUST | HUDSON MA | 205 | $12.1M | $1.1M |